Investment Manager

DUTIES:

Marketing Capability and Product Marketing

• Source new clients to attract investments and meet Treasury and Executive targets.
• Increase the number of new investors.
• Assist Corporate Banking in attracting new business and cross-selling loan products, cross-border investments, and EOB.
• Market all treasury products effectively.
• Complete all assigned tasks on the must-do list annually.

Internal Management

• Maintain strong contact and working relationships with Treasury and all CCB Johannesburg departments.
• Ensure adherence to treasury liquidity, concentration, and risk limits.
• Quote accurate, market-related interest rates to maintain reputation and customer trust.
• Communicate interest rate changes to customers and stakeholders within one working day.
• Ensure proper processes and service standards with Treasury and back office.
• Confirm trades timeously via email for system capture.
• Uphold corporate values and enhance the CCB brand in all client interactions.
• Monitor client needs and maintain good working relationships through regular meetings.
• Support day-to-day funding and contribute to future funding strategies in line with treasury policies.
• Ensure cost-effective funding solutions through daily product calculations with Treasury.
• Assist Treasury with LCR/NSFR and liquidity management compliance.

Compliance Management

• Obtain FICA documents from new and existing clients for Re-ID and onboarding.
• Ensure adherence to internal compliance procedures.
• Collect annual AML Questionnaire information from asset managers.
• Report suspicious and unusual transactions within regulatory timeframes.
• Conduct regular client Re-IDs based on risk ratings.
• Capture accurate customer information in NGS and KYC files, maintaining compliance registers.
• Attend required training sessions from HR, Compliance, and other departments.

Brand Expansion and Social Responsibility

• Participate in charity events organized by the Cape Town office.
• Assist in arranging hospitality for delegations, government officials, and clients.

REQUIREMENTS:

Formal Qualifications Required

• Related degree or equivalent — Essential

Job Related Experience Required

• Minimum of 5–8 years’ experience in the Financial Services Industry, specializing in Investment/Portfolio Management and Wealth Management — Essential

Job Related Knowledge Required

• Business Development — Desirable
• Economic and Market Research — Desirable
• Compliance Management — Desirable

Job Related Skills Required:

• Analytical ability, interpretation skills, and strong communications skills
• Strong work ethics, and is able to manage internal and external stakeholders
• Ability to cross-sell where opportunities prevail
• Excel proficient Problem-solving skills
• Chinese speaking and reading - preferable

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.

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