Coronation Fund Managers Trainee Programme – Various Positions

Posted on :

13 Aug, 2013

Category :

Trainee Jobs in South Africa

Location: Cape Town
Duration: 24 months

1. Marketing Graduate Trainee (2 year internship)

“Please note that preference will be given to candidates from designated groups for employment equity purposes”

Primary role of this position is to manage the various administrative functions within marketing and provide assistance to HOM, marketing manager, communications specialists and investor relations officer on projects as briefed.

Duties & Responsibilities    Marketing administration
• Guard book management – collect tear sheets from media agency and ensure that guard book is always up-to-date
• Maintain marketing compliance databases – advertising disclaimers and terms and conditions
• Daily scanning of newspapers for all competitive and Coronation ads. Maintain related databases.
• Booking marketing team business travel

Marketing collateral

• Management of storeroom audit register, ensuring that collateral material is stored and filed in a systematic and orderly manner
• In collaboration with HOM manage company collateral, this includes sourcing suppliers for collateral and when briefed by HOM conduct checks to ensure that suppliers are BBBEE compliant
• Letterheads, business cards, envelopes – managing all updates and changes in this respect. Physical and digital.
• Management of dispatch numbers for Corospondent , annual reports and brochures
• Upkeep of collateral banners and other corporate items etc.

Website assistance
• Working closely with marketing manager and communications specialist, update internal site – Coronet with changes as and when required including all the documentation in the forms warehouse section
• On an adhoc/ briefed by marketing manager collate competitive digital

Communications assistance
• Liaise with Personal Investments on the creation of invitations primarily, portfolio manager lunches and write brief for copy to communications specialists/marketing manager and or HOM.
• Working with communications specialist, marketing manager and or HOM assist with the execution of invitations – by briefing agencies to execute copy as provided by the former and conducting initial copy checks
• Assist with communications desk research when briefed, this may entail competitive product and or competitive communication research.

Eventing assistance
• Provide assistance to team, specifically with packaging of collateral for events.
• Provide input to the development and implementation of the bi-annual team build event.
• Provide assistance to the office manager with the staging of adhoc staff parties.
• Assist HOM in collating proposals and invoices of external suppliers.

Ideal Experience  

1. No work experience required but some experience and on an internship with a competitive fund management and or wealth management business would be an advantage.
2. Knowledge of asset management would be an advantage.
3. Excellent practical skills on MS Outlook.

Ideal Qualifications    

1. Completed Business Science or Commerce university degree with a major in Marketing and ideally Economics as a second major
Competencies & Personality Attributes    A passion for services industry marketing Ability to grasp concepts quickly

Highly numerate and with an understanding of the fund management business

High energy levels, willingness to learn and initiative to go the extra mile

Team player with a passion to participate in the varied aspects of fund management marketing, service and task orientated, able to execute all projects and requests that are assigned timeously

Impeccable attention to detail and inherent good organisational skills

Professional, good communicator
Most Important Attribute    Numerate and analytical skills
A flare for marketing
Strong administrative skills
Some Writing skills
Understanding of the web and digital as a marketing channel
Creative flair to assist team with developing communication and experiential ideas
Web and computer skills including proficiency in Excel and PowerPoint
Knowledge of the fund management business, preferably have spent time in an internship role in financial services
Able to conduct desk research projects
Systems Knowledge    

MS Office package including Outlook

2. Retail Client Services Consultant – 2 year graduate contract

Ideal Qualifications 1. Relevant tertiary financial qualification – e.g Bcom with Investments major, BBusSci, FAPM etc
Competencies & Personality Attributes 1. Must have an “I can” mentality – constantly looking for opportunities to exceed clients expectations
2. Must be a detailed individual with a thorough understanding of financial instruments, supported by the relevant qualifications
3. Must be a ‘student of the market’ as well as have an understanding of products
4. Ambitious, highly energetic and keen to take on additional responsibilities in a dynamic environment.
5. Must have initiative and the ability to act pro-actively.
6. Must be a self starter.
7. Should have excellent communication skills (both verbal and written).
8. Must be able to work in a team environment, where each person is encouraged to be accountable for their actions
Most Important Attribute 1. Must have excellent communication skills (both verbal and written).
2. Ability to build outstanding relationships.
3. Ability to think “on your feet”



3. Personal Investment Validations Consultant – 2 Year Internship

Job Description Validation of client applications for Local and Foreign Unit trust Products; as well as Retirement and Life products. You will also need to ensure, amongst other things, our client and intermediaries comply with FICA and FAIS at all times.
Duties & Responsibilities 1. Validation for Retirement and Life Funds and Local and Foreign Unit Trust Products
2. Broker application processing for both Retirement and Life Products and Local and Foreign Unit Trust Products
3. Ensure that each broker is licensed to sell our Products
4. Handle existing client and broker queries relating to investments in the two product streams
5. Handling enquiries from intermediaries and broader distribution force
6. Telephonic office-bound role
7. Maintenance of relationships and commission arrangements with intermediaries.
8. Management of documentation iro FICA & FAIS legislation and other static client data as required
9. Ensure our client and intermediaries comply with FICA and FAIS at all times
10. Update client information on our CRM system
11. Management of internal relationships to ensure prompt client response
12. Constant liaising with administrator/admin support and internal client service consultants
13. Ensure clients investments are processed timeously and correctly
14. Follow up on outstanding requirements from clients and intermediaries
15. General query resolution
16. Ensure our clients comply with the Regulation 28
17. Manage the workflow system
18. Responsible to ensure that all client documentation is stored electronically
19. Coordination of Section 14 transfers
20. Coordination of Section 37 transfers
21. Follow up with all pending cases
Ideal Experience 1. Experience not required
Ideal Qualifications 1. Graduate or equivalent (strong in Accounting, Investment Management subjects/knowledge an advantage)
Competencies & Personality Attributes 1. Must have an “I can” mentality – constantly looking for opportunities to exceed clients expectations
2. Must be a detailed individual
3. Must have a passion for financial markets and an interest in the broad investments industry
4. Must be able to work under pressure to meet deadlines.
5. Must be client and service orientated
6. Ambitious, highly energetic and keen to take advantage of opportunities that arise to become involved in additional non-core responsibilities in a dynamic environment.
7. Must have initiative and the ability to act pro-actively.
8. Must be a self starter
9. Must have excellent communication skills both verbal and written

How to Apply

Click on this link,

Select Graduate Opportunities and Apply Online


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