Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts.
Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing superior long-term investment performance, outstanding client se...
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Checking and accurately processing all incoming or pending instructions. These include:
New business transactions, e.g. opening a new investment account
Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
Knowledge of various legislative requirements relating to investment products
Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes
Job specification
Relevant business degree and/or job-related experience
Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage
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