Deon Coetzee

Deon Coetzee Email and Phone Number

Client Relationship Manager @ Apex Group Ltd (Africa Branch)
Cape Town, WC, ZA
Deon Coetzee's Location
City of Cape Town, Western Cape, South Africa, South Africa
Deon Coetzee's Contact Details

Deon Coetzee phone numbers

About Deon Coetzee

Financial services professional with 9 years experience in Investment banking, Asset Management and Custody/Broker operations and 5 years in Relationship management/Client Service.Proven track record of risk reduction and process improvements, as well as management of relationships with internal teams and external clients.Skilled operations analyst with advanced excel knowledge and report building expertise.Looking to leverage my operations knowledge, relationship management abilities and technical skills to assist in understanding and responding to client challenges within a Relationship management/ Operations administration/analyst role.

Deon Coetzee's Current Company Details
Apex Group Ltd (Africa Branch)

Apex Group Ltd (Africa Branch)

View
Client Relationship Manager
Cape Town, WC, ZA
Website:
apexgroup.com
Employees:
1257
Deon Coetzee Work Experience Details
  • Apex Group Ltd (Africa Branch)
    Client Relationship Manager
    Apex Group Ltd (Africa Branch)
    Cape Town, Wc, Za
  • Maitland
    Key Account Manager
    Maitland Jul 2019 - Present
    Southern Suburbs, Wc, South Africa
  • Maitland Asset Administrators
    Client Service Manager
    Maitland Asset Administrators 2014 - Jul 2019
  • State Street Bank
    Client Services & Reporting
    State Street Bank Jul 2013 - Jan 2014
    European Client Service• Front office servicing of clients for State Street Global Advisors• Assisting the Client Relationship Management Team with various administration and operational functions.• Assisting the European Client Service Supervisor and Manager with various ad hoc tasks and project work including the review and revision of Non-Standard reporting process and Invoicing process.• Reviewing and verifying performance and reporting data for client reports and making sure they are delivered by their respective deadlines.• Manage workload and cover for team to meet all necessary client deadlines• Supporting the RM team with the completion of documentation relevant to client allocation.• Attending various internal and external meetings as required, including client meetings.• Completion of Audit and Due Diligence requests in a timely and accurate manner managing expectations as appropriate.• Facilitating the on-boarding of clients in conjunction with the New Business Analyst and other areas of the business.• Managing risk actively within the team.• Understanding of multiple systems and information including performance, valuations, invoicing and holdings downloaded from them in order to ensure accuracy and consistency of data.• Acting as a point of escalation for internal and external clients.• Management of custodian and consultant relationships on behalf of clients
  • Northern Trust
    Relationship Manager & Senior Investment Operations Administrator
    Northern Trust Feb 2007 - Jan 2013
    London, United Kingdom
    • Management and development of relationships on behalf of Investment/Asset Managers involving face to face documented review meetings with Clients, Custodians, Brokers, Fund Accountants and Transfer Agencies• Development and management of onboarding process for new client business• Co-ordinating, chairing and documenting regular meetings both internally with partners and managers and externally with over 30 counterparties.• Dealt with counterparties across various regions including Europe, Asia, Australia and the US which required understanding of the necessary regional intricacies and legalities• Analysis and review of internal operational processes across all operational areas for improvement and risk aversion across all asset classes.• Knowledge of back office operations including cash management, Settlements, Reconciliations, Corporate Actions, Transitions and Client Reporting• Work with internal teams to improve or resolve any process issues to avoid risk to the company and client• Development of management information reports for monitoring internal operations and external counterparty performance. This included assistance with development of SLA's and KPI measurement• Management and knowledge of over 15 different Custodian proprietary systems. Responsible for setting up and tracking users access rights and training.• Development and management of Authorised Signatory lists for the entire operations business.• Monitoring and resolution of all escalated issues arising from daily operational issues both internally and from external counterparties.• Understanding of back office and front office operations and maintenance of a harmonious relationship• Seconded for various projects ie: Implementation of Continuous Linked Settlement, Corrick Client Report building, SWIFT implementation, Mysis migration• Variety of system experience
  • J.P. Morgan
    Management Information & Business Analyst Emea
    J.P. Morgan Aug 2006 - Feb 2007
    • Management of Client information system• involving reconciliation and monitoring of data• Implementation and testing of new additions/features• Compilation/building of all reports for Management , All lines of business and clients• Analysing of MIS data for planning and strategy development• Adhoc reporting for team
  • Hbos Treasury Services
    Business Support Treasury High Value Corporate Team
    Hbos Treasury Services May 2005 - Aug 2006
    • Compilation and reconciliation of figures and commentary for monthly Corporate Board Performance reports.• Daily reconciliation of Profit and Loss numbers for Team• Monitoring of all Teams' existing and potential business on a daily, weekly, monthly basis and performing any necessary adjustments/amendments to trade information.• Compiling adhoc reports and information for individual team members consisting of 24 relationship areas.• Maintenance of the Team information database and filing• Coordinating/organising of internal training and client functions for entire Team• Extensive co-ordination and maintenance of Team diary and meeting schedule• Various adhoc functions necessary for Team performance

Deon Coetzee Skills

Asset Management Back Office Bloomberg Equities Securities Investments Fixed Income Relationship Management Fund Administration Banking Mutual Funds Asset Managment Operations Management Data Analysis Report Building Performance Measurement Query Resolution Operational Risk Management Process Optimization Global Custody Microsoft Excel Communication Client Service Oriented

Deon Coetzee Education Details

  • University Of Kwazulu-Natal / University Of Natal
    Industrial And Organizational Psychology
  • E-Careers & International Association For Six Sigma Certification
    E-Careers & International Association For Six Sigma Certification
    Black Belt (Consultant/Trainer Level)
  • Securities & Investment Institute
    Securities & Investment Institute
    Part Of Iaq Qualification
  • The Institute Of Certified Bookkeepers
    The Institute Of Certified Bookkeepers
    Certificate In Practical Bookkeeping And Accounting
  • Durban High School
    Durban High School
    Higher Grade Matric Certificate

Frequently Asked Questions about Deon Coetzee

What company does Deon Coetzee work for?

Deon Coetzee works for Apex Group Ltd (Africa Branch)

What is Deon Coetzee's role at the current company?

Deon Coetzee's current role is Client Relationship Manager.

What is Deon Coetzee's direct phone number?

Deon Coetzee's direct phone number is +4479553*****

What schools did Deon Coetzee attend?

Deon Coetzee attended University Of Kwazulu-Natal / University Of Natal, E-Careers & International Association For Six Sigma Certification, Securities & Investment Institute, The Institute Of Certified Bookkeepers, Durban High School.

What are some of Deon Coetzee's interests?

Deon Coetzee has interest in Cooking, Open Water Swimming, Snowboarding, Spearfishing/freediving, Surfski Paddling, Surfing, Reading, Music, Golf, Fishing.

What skills is Deon Coetzee known for?

Deon Coetzee has skills like Asset Management, Back Office, Bloomberg, Equities, Securities, Investments, Fixed Income, Relationship Management, Fund Administration, Banking, Mutual Funds, Asset Managment.

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