Job Vacancies at Catch

Job Description

• Our client is looking for an experienced sales person to take a lead role in expanding our presence in the withholding tax recovery market. This is an individual contributor sales role that is focused on generating new business.

KEY RESPONSIBILITIES

• Researching opportunities for their services with prospective clients
• Determining appropriate sales strategy, contacts and outreach approach
• Building a new business pipeline through prospecting (cold calling, emailing etc.), meeting with potential clients and running with the actual sales from initial meeting to contract execution (including analyzing commercials to ensure they maximize value from all deals)
• Preparing material for potential clients including board presentations, running with RFPs and related sales documents
• Owning annual sales targets and striving to achieve and exceeds sales targets at all times
• Building the company brand through event attendance, publishing content, showcasing their capabilities and networking in the market
• Utilizing MEDDICC sales methodology (or similar frameworks) to enhance sales effectiveness and pipeline management
• Maintaining professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies

REQUIREMENTS

• CA/CFA with a minimum of 2 years’ post articles experience
• BCom with sales experience in banking or financial services
• Ability to engage clients at all levels from administrators to C-level contacts
• Ability to multi-task in a fast-paced environment
• Excellent listening, negotiation and presentation skills as well as communication skills
• Proactive, creative, and highly motivated approach to achieving results
• MEDICC sales training preferable
• Willingness to travel as required

WHY YOU’LL LOVE WORKING HERE

• Work hard. Laugh harder. Get rewarded.
• With us, merit matters. No politics, just performance.
• We’ve built a workplace that runs on caffeine, curiosity, and good vibes!
• Our inhouse Café has the best (and cheapest) coffee in Melrose Arch
• Tuesday nail salon pop-ups
• Book club and games corner
• Daily chocolate drops
• Walking pads + standing desks
• Unlimited popcorn (we’ve tried to finish it)
• Shorter Fridays
• Mother’s room
• “First Fridays” social hangouts

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Job Description

This role would be ideal for someone who:

• Has experience working with corporate or enterprise-level clients
• Thrives in a fast-paced environment where multi-tasking is required
• Has excellent organization skills and is able to keep track of evolving requirements and outstanding items across various channels
• Thrives in a client-facing environment where relationship-building, strategic thinking, and operational excellence are key.
• Understands the dynamics of global markets and can navigate cross-cultural communication effectively.
• Is comfortable managing multiple stakeholders and delivering high-touch service in a fast-paced, performance-driven setting.
• Has a background in account management or client relationship management and is looking to grow within a globally oriented organization.

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Job Description

This role would be ideal for someone who:

• Has experience working with corporate or enterprise-level clients
• Thrives in a fast paced environment where multi-tasking is required
• Has excellent organization skills and is able to keep track of evolving requirements and outstanding items across various channels
• Thrives in a client-facing environment where relationship-building, strategic thinking, and operational excellence are key.
• Understands the dynamics of global markets and can navigate cross-cultural communication effectively.
• Is comfortable managing multiple stakeholders and delivering high-touch service in a fast-paced, performance-driven setting.
• Has a background in account management or client relationship management and is looking to grow within a globally oriented organization.

KEY RESPONSIBILITIES

• Serve as the primary point of contact for assigned clients, ensuring their needs are met with professionalism and efficiency.
• Manage the end-to-end reclaim documentation process by liaising with clients, custodian banks, tax authorities and internal teams to request, collect, reconcile, and validate documentation in line with jurisdictional requirements.
• Build and maintain strong, long-term relationships with clients to foster loyalty and retention.
• Collaborate with internal departments to resolve issues in the reclaim process and proactively drive client reclaims through to submission.
• Prepare and present regular reports on client’s reclaims and other potential opportunities.
• Monitor client satisfaction and proactively address any issues or concerns

EDUCATION:

• CA(SA)/CFA/ BCom Finance Honours

EXPERIENCE:

• A minimum of 2 years of experience in client service, account management, or similar role.
• Experience in financial services is a plus.

COMPETENCIES:

• Exceptional organizational skills to manage multiple clients and tasks efficiently.
• Strong verbal and written communication for effective client and stakeholder engagement.
• Ability to multi-task and prioritize in a fast-paced environment.
• High attention to detail to ensure accuracy in documentation and processes.
• Proficiency in Microsoft Office, especially Excel, Outlook, and Word. (Advanced Excel skills area advantageous)
• Effective time management to meet deadlines and maintain service quality.
• A proactive, problem-solving mindset to resolve issues and drive outcomes.
• Passion and enthusiasm for delivering excellent client service.
• Collaborative approach to working with internal teams and external partners.
• Process-oriented thinking to support continuous improvement and operational efficiency.

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Job Description

• As our operations continue to grow, we're looking for a detail-oriented Custodian Queries Executive responsible for managing custodian document requests, coordinating with internal teams and custodian banks, ensuring timely and accurate documentation, and supporting the overall efficiency and service quality of the business.

KEY RESPONSIBILITIES

• Manage the full query document request lifecycle, from initial request through to receipt and submission-readiness
• Coordinate with internal teams to source documents quickly and resolve queries
• Track deadlines closely, flag risks early, and keep cases on schedule to avoid delays
• Develop strong knowledge of documentation requirements across different countries and tax jurisdictions
• Prioritise work based on business impact, helping unlock value faster for clients
• Maintain accurate records and reporting, and contribute ideas to improve team processes

EDUCATION:

• Commerce/Finance degree or similar, ideally with Honours.

EXPERIENCE:

• Minimum of 2 years work experience, ideally within professional corporate environment.
• Evidence of outperforming and exceeding expectations in previous roles.
• Knowledge of Microsoft Excel and keen analytical skills.
• Experience in project management, including internal and external stakeholder relationship management.

COMPETENCIES:

• Excellent organizational and time management skills.
• Strong verbal and written communication skills.
• Ability to multi-task in a fast-paced environment.
• Proactive, creative, and highly motivated approach to achieving results.
• Positive attitude and team player.
• Detail-oriented with proven problem-solving skills.

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ROLE OVERVIEW

• As a Tax Technical Research Specialist, you will be a key part of the company’s Tax Technical Team, contributing to their expertise in reclaiming withholding taxes on dividends and interest.
• This role requires strong analytical skills, a comprehensive understanding of international tax treaties and regulations, and the ability to navigate complex legal frameworks.
• This role involves close collaboration with internal teams and external advisors to ensure optimal success in withholding tax reclaims. Department: Tax Technical

KEY RESPONSIBILITIES

Key responsibilities include:

Technical Expertise

• Conduct in-depth research on international tax treaties, domestic tax laws, and EU directives relevant to withholding tax reclaims.
• Stay abreast of global tax developments, including ECJ case law and legislative changes impacting withholding tax recovery, and implement necessary adjustments to processes.

Collaboration

• Work closely with internal teams, including Sales, Client Services, and Operations, to streamline and improve the claim process.
• Partner with external tax advisors and legal experts as needed to strengthen claims and address challenges.

Process Improvement & Development

• Identify and implement opportunities to refine the company’s technical methodologies.
• Contribute to the development of new service offerings and expand the firm’s reach into new reclaim markets and types.
• Perform in-depth research on specific claim territories and integrate claim development findings into the existing business model to optimise the claim process.
• Conduct thorough market research to identify profitable jurisdictions and provide insights to guide the business’s strategic direction.

Claims Support

• As needed, assist in preparing cover letters for withholding tax reclaims, outlining the legal arguments for comparability that support the claims.
• Review claim documentation for certain complex cases on an ad-hoc basis, ensuring accuracy and compliance with local tax authority requirements.

Client-Facing Support

• Provide expert technical guidance to current and prospective clients on withholding tax recovery strategies and claim eligibility.
• Effectively communicate complex tax concepts to non-technical stakeholders.

Tax Office Queries

• Assist in resolving technical queries from tax authorities to ensure compliance and claim accuracy.
• Draft and review responses to queries from tax authorities, particularly on technical matters.

Training & Knowledge Sharing

• Train and mentor junior team members on technical aspects of tax recovery.
• Prepare and deliver presentations on relevant tax developments.
• Assist in the creation of tax technical content for internal and external publication.

REQUIREMENTS:

The ideal candidate will possess the following:

Qualifications & Experience

• Honours degree in Accounting, Taxation, Law, Finance, or a related field.
• A master’s degree (e.g. master’s in taxation) is a plus.

Experience & Skills

• Technical Knowledge: strong understanding of taxation principles, with a focus on Double Taxation Treaties, EU tax regulations, and ECJ case law preferred.
• Analytical Skills: ability to interpret complex legal documents and tax regulations.
• Communication: exceptional written and verbal communication skills, with the ability to translate technical information for diverse audiences.

Personal Attributes

• Teamwork: excellent collaboration skills, with a proactive approach to problem-solving.
• Attention to Detail: high level of accuracy in research, documentation, and execution.

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Job Description

• We're committed to exceeding expectations and providing South Africans with the exceptional financial services they deserve. By offering streamlined processes, a personal touch, and unwavering transparency, we're redefining the status quo.
• We are hiring a Business Development Manager to build and grow our partnership channel with independent financial advisors (IFAs) and wealth managers. You will bring an existing advisory network, turn those relationships into a steady flow of referred clients who move money offshore, and own the revenue they generate.

KEY RESPONSIBILITIES

• Source, pitch, and sign financial advisors and wealth managers as referral partners.
• Activate your existing advisory network from day one and convert it into referred, revenue-generating clients.
• Take over an existing book of advisory partners and clients, re-engage them and get them trading.
• Close referred clients and spot further opportunities, such as a client's business forex needs.
• Manage and grow a book of active partners through regular check-ins, joint client meetings and updates on their referrals.
• Deliver against monthly, quarterly and annual targets for new partners, referred clients and revenue.
• Feed market and partner insights back to the team to sharpen the proposition.

REQUIREMENTS:

What You'll Need

• An existing advisory network or experience in the advisory space: You already have relationships with IFAs and wealth managers, or you have worked in or sold into that space and know how it runs.
• A strong sales attitude: You are hungry, resilient and comfortable prospecting, following up and closing. Formal business development experience is not required.
• Financial services knowledge: A solid understanding of financial products and how the advisory model works.
• Energised by in-person connections: We are remote-first, but this is a face-to-face role. You need to be confident and comfortable travelling to meet advisors and clients, running in-person presentations, and building relationships over meetings and coffees.

Advantageous

• Exposure to SARB exchange control regulations, foreign investment allowances and approval for international transfer (AIT) applications.
• Experience selling to IFAs, for example in: tax emigration, financial emigration and tax residency advisory; offshore investment platforms and LISPs; asset management, unit trusts and fund distribution; life insurance and employee benefits (broker consultant roles); retirement funds and annuities; fiduciary, wills and estate planning; or private banking.
• RE5 qualification and FAIS fit and proper compliance.
• An entrepreneurial mindset: you act like an owner of your channel, spot what could work better and bring ideas to improve how we sell, not just hit the number.

Who You Are

• Sales-driven and target-driven: You love the chase, own your number and get energy from closing.
• Commercially sharp: You understand margins, revenue and deal value, and you know which partners are worth your time.
• A natural relationship builder: You earn the trust of advisors quickly and keep relationships warm for the long term.
• A self-starter: You take ownership, follow up relentlessly and need little supervision.
• A confident communicator: You present well one-on-one and to rooms of advisors, and you write clearly.
• Ethical and compliance-minded: You are comfortable working in a regulated environment.
• Hungry to grow in a fast-moving fintech with high standards and real accountability.

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Job Description

• The Brand & Trade Marketing Manager is responsible for building and executing brand and commercial strategies that drive sales growth, retail presence, brand equity and profitability.
• The role serves as a strategic link between brand owners, retailers and the company, translating brand strategy into commercially effective retail execution.
• The position combines brand management, trade marketing, retail activation, commercial planning and performance management.

ROLE OVERVIEW

KEY RESPONSIBILITIES

Brand Strategy

• Develop and implement brand strategies aligned to client and company objectives.
• Establish clear brand positioning, target consumer and value proposition.
• Develop annual brand plans and commercial growth strategies.
• Identify opportunities to increase brand penetration, distribution and market share.
• Monitor competitor activity, category trends and consumer behaviour.
• Ensure consistent brand positioning across all retail touchpoints.

Trade Marketing

• Develop annual trade marketing strategies and activation calendars.
• Translate brand strategies into retailer-specific commercial plans.
• Develop promotional, activation and visibility programmes.
• Drive effective in-store execution across retail channels.
• Develop POS, displays, promotional material and retail communication.
• Measure the effectiveness and ROI of trade marketing activities.

Retailer Management

• Develop strong working relationships with company commercial teams.
• Understand retailer strategies, category objectives and commercial requirements.
• Identify opportunities for additional distribution, ranging and visibility.
• Support customer presentations, range reviews and business reviews.
• Work with company commercial teams to develop joint growth opportunities.

Sales & Commercial Growth

• Work closely with the sales team to deliver brand and customer targets.
• Identify revenue and margin growth opportunities.
• Support pricing, promotional and ranging strategies.
• Monitor sales performance against agreed targets.
• Analyse customer and product performance and recommend corrective actions.

Merchandising & Retail Execution

• Partner with merchandising teams to maximise brand visibility.
• Ensure agreed planograms, displays and promotional executions are delivered.
• Monitor availability, distribution and execution standards.
• Develop retail execution scorecards.
• Identify gaps in store execution and implement corrective action.

Brand Owner Management

• Act as a key point of contact between brand owners and the company.
• Develop regular brand performance reports.
• Present insights, opportunities and recommendations to brand owners.
• Ensure agreed brand strategies are translated into retail execution.

Data & Insights

• Analyse sales, market share, distribution and promotional data.
• Develop actionable category and consumer insights.
• Track competitor pricing, promotions and activity.
• Use data to identify growth opportunities.
• Develop monthly and quarterly performance dashboards.

Campaign & Agency Management

• Brief and manage creative, digital, media and activation agencies.
• Ensure campaigns are delivered on time and within budget.
• Evaluate campaign effectiveness.
• Maintain consistent brand standards across all communications.

Budget Management

• Develop and manage brand and trade marketing budgets.
• Track expenditure against approved budgets.
• Measure return on marketing investment.
• Ensure commercial activities deliver measurable value.

Key Relationships

• Internal: Managing Director/CEO, General Manager, Administrative team & Medical Skin Specialist.
• External: Brand Owners, Retailers, Buyers, Category Managers, Agencies, Research and data partners.

REQUIREMENTS:

The ideal candidate will possess the following:

Core Competencies

• Brand strategy.
• Commercial acumen.
• Retail understanding.
• Strategic thinking.
• Consumer insight.
• Financial management.
• Project management.
• Negotiation.
• Data analysis.
• Communication and presentation.
• Stakeholder management.
• Leadership and influence.

Core KPIs — Commercial

• Brand sales growth.
• Gross margin contribution.
• Revenue versus target.
• Customer growth.
• New distribution gained.
• Product/range performance.

Core KPIs — Retail Execution

• Distribution.
• On-shelf availability.
• Planogram compliance.
• Promotional compliance.
• Display execution.
• Store execution score.

Core KPIs — Brand

• Brand awareness.
• Brand penetration.
• Market share.
• Brand consideration.
• Campaign performance.

Core KPIs — Trade Marketing

• Promotional ROI.
• Activation ROI.
• Marketing spend versus budget.
• Campaign execution.
• Incremental sales generated.