Action requests received from your dedicated Manager/s in a timely manner Manage and capture prospect leads on the CRM system Ensure all client information and documentation are accessible on SharePoint Update and manage CRM systems (loading new business, switches, and top-ups) Handle and resolve client inquiries Respond to client emails professionally and promptly Prepare and implement investment proposals Gather FICA and FAIS documents from new and existing clients Prepare onboarding documents (Due Diligence, Mandates, Record of Advice, etc.) Follow up on new business applications and transactions to ensure timely completion Submit outstanding requirements from the internal accounts team and service providers Follow internal compliance requirements to meet FSCA guidelines Action payment instructions according to SLAs Maintain existing business (switches, withdrawals, additional investments, etc.) Prepare and distribute monthly/quarterly/annual statements and tax certificates to clients Submit various institutional investment accounts for opening Request FX conversions for offshore investments (e.g., ZAR to USD) Send documents to clients via DocuSign Prepare investment review documents Maintain Service Level Agreement deadlines
