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