Associate – banking & investment support officer | cape town

Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities:

Banking: Opening and closing of bank and investment accounts with core and non-core banks. Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships. Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party. Maintain bank and investment accounts. Maintain an E-Banking users list. Take on and loss of clien...