Location<\/b>: Cape Town
\nDuration<\/b>: 24 months<\/p>\n1. Marketing Graduate Trainee (2 year internship)<\/h3>\n
“Please note that preference will be given to candidates from designated groups for employment equity purposes”<\/p>\n
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.<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0Marketing administration<\/strong> Marketing collateral<\/strong><\/p>\n \u2022 Management of storeroom audit register, ensuring that collateral material is stored and filed in a systematic and orderly manner Website assistance<\/strong> Communications assistance<\/strong> Eventing assistance<\/strong> Ideal Experience\u00a0\u00a0<\/strong><\/p>\n 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. Ideal Qualifications\u00a0\u00a0 \u00a0<\/strong><\/p>\n 1. Completed Business Science or Commerce university degree with a major in Marketing and ideally Economics as a second major Highly numerate and with an understanding of the fund management business<\/p>\n High energy levels, willingness to learn and initiative to go the extra mile<\/p>\n 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<\/p>\n Impeccable attention to detail and inherent good organisational skills<\/p>\n Professional, good communicator MS Office package including Outlook<\/p>\n <\/p>\n <\/p>\n
\n\u2022 Guard book management \u2013 collect tear sheets from media agency and ensure that guard book is always up-to-date
\n\u2022 Maintain marketing compliance databases – advertising disclaimers and terms and conditions
\n\u2022 Daily scanning of newspapers for all competitive and Coronation ads. Maintain related databases.
\n\u2022 Booking marketing team business travel<\/p>\n
\n\u2022 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
\n\u2022 Letterheads, business cards, envelopes \u2013 managing all updates and changes in this respect. Physical and digital.
\n\u2022 Management of dispatch numbers for Corospondent , annual reports and brochures
\n\u2022 Upkeep of collateral banners and other corporate items etc.<\/p>\n
\n\u2022 Working closely with marketing manager and communications specialist, update internal site \u2013 Coronet with changes as and when required including all the documentation in the forms warehouse section
\n\u2022 On an adhoc\/ briefed by marketing manager collate competitive digital<\/p>\n
\n\u2022 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.
\n\u2022 Working with communications specialist, marketing manager and or HOM assist with the execution of invitations \u2013 by briefing agencies to execute copy as provided by the former and conducting initial copy checks
\n\u2022 Assist with communications desk research when briefed, this may entail competitive product and or competitive communication research.<\/p>\n
\n\u2022 Provide assistance to team, specifically with packaging of collateral for events.
\n\u2022 Provide input to the development and implementation of the bi-annual team build event.
\n\u2022 Provide assistance to the office manager with the staging of adhoc staff parties.
\n\u2022 Assist HOM in collating proposals and invoices of external suppliers.<\/p>\n
\n2. Knowledge of asset management would be an advantage.
\n3. Excellent practical skills on MS Outlook.<\/p>\n
\nCompetencies & Personality Attributes\u00a0\u00a0 \u00a0A passion for services industry marketing Ability to grasp concepts quickly<\/p>\n
\nMost Important Attribute\u00a0\u00a0 \u00a0Numerate and analytical skills
\nA flare for marketing
\nStrong administrative skills
\nSome Writing skills
\nUnderstanding of the web and digital as a marketing channel
\nCreative flair to assist team with developing communication and experiential ideas
\nWeb and computer skills including proficiency in Excel and PowerPoint
\nKnowledge of the fund management business, preferably have spent time in an internship role in financial services
\nAble to conduct desk research projects
\nSystems Knowledge\u00a0\u00a0 \u00a0<\/strong><\/p>\n<\/h3>\n
2. Retail Client Services Consultant \u2013 2 year graduate contract<\/h3>\n
\n\n
\n Ideal Qualifications<\/td>\n 1. Relevant tertiary financial qualification \u2013 e.g Bcom with Investments major, BBusSci, FAPM etc<\/td>\n<\/tr>\n \n Competencies & Personality Attributes<\/td>\n 1. Must have an \u201cI can\u201d mentality \u2013 constantly looking for opportunities to exceed clients expectations
\n2. Must be a detailed individual with a thorough understanding of financial instruments, supported by the relevant qualifications
\n3. Must be a \u2018student of the market\u2019 as well as have an understanding of products
\n4. Ambitious, highly energetic and keen to take on additional responsibilities in a dynamic environment.
\n5. Must have initiative and the ability to act pro-actively.
\n6. Must be a self starter.
\n7. Should have excellent communication skills (both verbal and written).
\n8. Must be able to work in a team environment, where each person is encouraged to be accountable for their actions<\/td>\n<\/tr>\n\n Most Important Attribute<\/td>\n 1. Must have excellent communication skills (both verbal and written).
\n2. Ability to build outstanding relationships.
\n3. Ability to think \u201con your feet\u201d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n3. Personal Investment Validations Consultant – 2 Year Internship<\/h3>\n
\n\n
\n Job Description<\/td>\n 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.<\/td>\n<\/tr>\n \n Duties & Responsibilities<\/td>\n 1. Validation for Retirement and Life Funds and Local and Foreign Unit Trust Products
\n2. Broker application processing for both Retirement and Life Products and Local and Foreign Unit Trust Products
\n3. Ensure that each broker is licensed to sell our Products
\n4. Handle existing client and broker queries relating to investments in the two product streams
\n5. Handling enquiries from intermediaries and broader distribution force
\n6. Telephonic office-bound role
\n7. Maintenance of relationships and commission arrangements with intermediaries.
\n8. Management of documentation iro FICA & FAIS legislation and other static client data as required
\n9. Ensure our client and intermediaries comply with FICA and FAIS at all times
\n10. Update client information on our CRM system
\n11. Management of internal relationships to ensure prompt client response
\n12. Constant liaising with administrator\/admin support and internal client service consultants
\n13. Ensure clients investments are processed timeously and correctly
\n14. Follow up on outstanding requirements from clients and intermediaries
\n15. General query resolution
\n16. Ensure our clients comply with the Regulation 28
\n17. Manage the workflow system
\n18. Responsible to ensure that all client documentation is stored electronically
\n19. Coordination of Section 14 transfers
\n20. Coordination of Section 37 transfers
\n21. Follow up with all pending cases<\/td>\n<\/tr>\n\n Ideal Experience<\/td>\n 1. Experience not required<\/td>\n<\/tr>\n \n Ideal Qualifications<\/td>\n 1. Graduate or equivalent (strong in Accounting, Investment Management subjects\/knowledge an advantage)<\/td>\n<\/tr>\n \n Competencies & Personality Attributes<\/td>\n 1. Must have an \u201cI can\u201d mentality \u2013 constantly looking for opportunities to exceed clients expectations
\n2. Must be a detailed individual
\n3. Must have a passion for financial markets and an interest in the broad investments industry
\n4. Must be able to work under pressure to meet deadlines.
\n5. Must be client and service orientated
\n6. Ambitious, highly energetic and keen to take advantage of opportunities that arise to become involved in additional non-core responsibilities in a dynamic environment.
\n7. Must have initiative and the ability to act pro-actively.
\n8. Must be a self starter
\n9. Must have excellent communication skills both verbal and written<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
\nHow to Apply<\/strong><\/p>\n