Part-time work for Allan Gray (remote) on a large compliance project.

I took one year off work to attend culinary school - the culinary arts always having been a passion of mine. Within this year, I worked for two months in the kitchen at Chefs Warehouse - Beau Constantia.

The role entails looking after the investment servicing needs of a panel of Allan Gray’s high net-worth clients by providing an exceptional standard of personalised service to ensure retention of client assets: • Serve as primary client contact • Develop and strengthen client relationships • Up-to-date knowledge on current affairs, processes, products, investments, legal and tax• One-on-one meetings with clients; this involves travel• Organise client events; frequent round… Show more The role entails looking after the investment servicing needs of a panel of Allan Gray’s high net-worth clients by providing an exceptional standard of personalised service to ensure retention of client assets: • Serve as primary client contact • Develop and strengthen client relationships • Up-to-date knowledge on current affairs, processes, products, investments, legal and tax• One-on-one meetings with clients; this involves travel• Organise client events; frequent round table style as well as larger investment seminar style. Preparation of agendas, securing speakers, arranging venues and catering• Ensure that private client communication is appropriate and relevant• Maintenance and management of CRM database Show less

This role entails servicing Allan Gray’s top tier of independent financial advisers (IFAs), assuming full responsibility for all decision making. The role includes:- Full competency in processes and advanced technical knowledge across unit trust, LISP, life and offshore investment products- Required to effectively communicate with IFAs on a day-to-day basis- Responsibilities include bespoke reporting and ensuring practices meet regulatory requirements, including FAIS, FICA and… Show more This role entails servicing Allan Gray’s top tier of independent financial advisers (IFAs), assuming full responsibility for all decision making. The role includes:- Full competency in processes and advanced technical knowledge across unit trust, LISP, life and offshore investment products- Required to effectively communicate with IFAs on a day-to-day basis- Responsibilities include bespoke reporting and ensuring practices meet regulatory requirements, including FAIS, FICA and Regulation 28- Facilitate training on products and industry changes Show less

The main responsibilities of this role include the accurate processing of investment instructions and engaging with clients in this regard. I was required to:- Process all daily client transactions received via workflow- Ensure accurate record-keeping - Keep up to date with Allan Gray and industry product knowledge (life products in particular)- Maintain a superior level of service with independent financial advisers and direct clients- I consistently achieved high… Show more The main responsibilities of this role include the accurate processing of investment instructions and engaging with clients in this regard. I was required to:- Process all daily client transactions received via workflow- Ensure accurate record-keeping - Keep up to date with Allan Gray and industry product knowledge (life products in particular)- Maintain a superior level of service with independent financial advisers and direct clients- I consistently achieved high service quality ratings as well as the 2013 Q1 Top Performer award & 2013 Q1 “The Rock” award Show less