Job Description
Job Description
To play a pivotal role in providing exceptional client service within the prime broking domain.To collaborate with hedge funds, investment clients, and other financial institutions to ensure smooth operations and efficient execution of investment transactions.
- Cultivate strong relationships with clients, addressing their queries, concerns, and requests promptly.
- Facilitate investment transactions, including securities lending, cash management, and custody services.
- Monitor and manage risks associated with client portfolios, ensuring compliance with regulatory requirements.
- Work closely with internal teams to meet client needs effectively.
- Assist clients in optimising their portfolios by providing insights and recommendations.
- Generate accurate performance reports and communicate investment results to clients.
- Coordinate netting processes to streamline transactions and reduce risk exposure.
- Troubleshoot any technical issues related to trading platforms or systems.
- Stay informed about market trends, investment products, and industry developments.
- Facilitate the onboarding process for new clients, ensuring seamless integration.
- Ensure adherence to legal and regulatory guidelines.
- Analyse financial statements and investment data to support decision-making.
- Track key performance indicators related to client satisfaction and operational efficiency.
- Educate clients on prime brokerage services and best practices.
- Identify areas for process enhancement and contribute to service excellence.
- Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service.
- Deliver service that exceeds customer expectations through proactive, innovative, and appropriate solution selection and application.
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
29/06/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
