Job Description

Is this you?
You're a driven and detail-oriented leader with a passion for client service excellence. You thrive in collaborative environments and know how to inspire your team while keeping things accurate and on track. With strong communication skills and a solution-focused mindset, you're equally comfortable managing daily tasks and tackling complex financial operations. A proactive planner, you balance resilience and ambition with a steady approach to problem solving.
What you'll be doing (and why you'll enjoy it)
In this leadership role, you'll oversee a team responsible for a range of investment support activities. From preparing subscription and redemption instructions to managing complex transactions and reconciliations, you'll ensure smooth execution and timely service delivery. You'll maintain up-to-date investment accounting, authorise SWIFT payments, and ensure regulatory documentation is in order. Your leadership will drive daily task assignment, workflow balancing, and performance management, all while fostering a collaborative team environment.
Where you'll be doing it
You'll be joining a globally respected wealth management firm with a strong heritage in serving multigenerational families and entrepreneurs. With offices across key financial centres, they pride themselves on their deep client relationships, collaborative culture, and commitment to excellence. You'll join an open and inclusive environment where people are supported to grow and succeed. You'll be based in beautiful offices in the Cape Town CBD.
What you'll need
You'll bring at least 5 years of investment industry experience and a completed commerce degree. A solid grasp of offshore trust structures, financial products, and multi-currency accounting is key. You've led teams before and understand double-entry bookkeeping inside out. Strong IT literacy, time management, and a knack for clear communication round out your profile. Only candidates currently residing in Cape Town can be considered.
What you'll get
You'll enjoy the opportunity to work in a fast-growing international organisation that values professional growth and fosters a supportive and high-performing culture. You'll receive a salary that includes medical aid, pension fund and best of all, 25 days annual leave. On top of that, you'll have the option to work hybrid after your probation period.
How to apply
For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za
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