Internal Client Services - QIRR Independence Manager

Internal Client Services - QIRR Independence Manager

13 Dec 2024
South Carolina, Midrand 00000 Midrand USA

Internal Client Services - QIRR Independence Manager

We are looking for an enthusiastic and motivated Manager, to support our independence function of the Africa firm.Independence is an area of continued scrutiny by regulators and the work we do evolves with the frequent changes in regulatory demands. As a consequence of continuous scrutiny and the need for our people to declare their financial interests we are implementing an automated brokerage import program which will include publicly available financial institutions and brokers, who provide investments and pensions. The program will support personal independence compliance whilst helping partners and staff to manage their financial planning.The responsibilities of this role include (not limited to):Support senior leadership with stakeholder management of asset managers of the automated brokerage import program.Engage with and project manage the onboarding of identified financial institutions and brokers.Provide day to day management support for the team with all activities relating the program.Work with the senior manager to plan and deliver activities relating to the automated monitoring of investments.Communicate the benefits of the automated brokerage import program to the firm via webinars, consultations, and other channels.Ensuring that prompt and regular communication and support is maintained between all internal and external parties to ensure seamless and consistent service levels are maintained at all times, reporting exceptional matters to Senior Management.

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