Ryan Pryce Lewis

Ryan Pryce Lewis Email and Phone Number

Allan Gray Model Portfolio Specialist・Relationship Management @ Allan Gray Proprietary Limited
cape town, western cape, south africa
Ryan Pryce Lewis's Location
Cape Town, Western Cape, South Africa, South Africa
About Ryan Pryce Lewis

I am passionate about creating genuine business relationships. I believe that client service shouldn't be a department, it should be the company. I have 9 years of relationship building/client servicing experience working with a variety of clients ranging from individuals to high profile financial services businesses. I consider myself a dynamic, detail-oriented professional who utilises exceptional interpersonal and communication skills to develop long lasting and loyal business relationships with my panel.

Ryan Pryce Lewis's Current Company Details
Allan Gray Proprietary Limited

Allan Gray Proprietary Limited

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Allan Gray Model Portfolio Specialist・Relationship Management
cape town, western cape, south africa
Website:
allangray.co.za
Employees:
1320
Ryan Pryce Lewis Work Experience Details
  • Allan Gray Proprietary Limited
    Model Portfolio Specialist
    Allan Gray Proprietary Limited May 2019 - Present
    Cape Town Area, South Africa
    This position:- Is a one point of contact for discretionary investment managers (DIM’s).- Requires to build strong business relationships with DIM's to ensure an understanding of each others business processes.Responsibilities:- All administrative aspects across the Discretionary and Life Departments for a panel of DIM’s.
  • Allan Gray Proprietary Limited
    Specialist - Institutional Client Operations (Segregated)
    Allan Gray Proprietary Limited Feb 2023 - Jul 2023
    Cape Town, Western Cape, South Africa
    Administrative accounting activities and relationship management for Institutional pension funds and individual clients.Produce daily, monthly and quarterly client investment reporting.Update and check cash and scrip reconciliations, monitor cash and margin movements on equity-linked derivative positions.Calculate, bill and ensure the payment of management fees
  • Allan Gray Proprietary Limited
    Life Operations Authoriser
    Allan Gray Proprietary Limited Mar 2018 - Apr 2019
    Cape Town Area, South Africa
    This position:- Validates and quality checks operations consultants work to provide exceptional client service.- Requires excellent attention to detail and the ability to work under pressure.
  • Allan Gray Proprietary Limited
    Client Relationship Manager (Crm)
    Allan Gray Proprietary Limited Aug 2017 - Feb 2018
    Cape Town Area, South Africa
    (Secondment)Main purpose:- Provide both proactive and reactive service to our clients on their escalated errors and complaints to achieve optimal service recovery to alter clients negative perceptions.Responsibilities:- Perform detailed calculations to place clients in the correct financial position.- Implement corrective measures based on performed calculations.
  • Allan Gray Proprietary Limited
    Operations Consultant
    Allan Gray Proprietary Limited Sep 2015 - Jul 2017
    Cape Town, Western Cape, South Africa
    Responsibilities:- Ensure that incoming work is addressed and that any pending work is followed up on and that cases are finalised.- Maintain contact with the adviser or client during this process.- Process of incoming instructions in respect of: > New business transactions > Existing business transactions (investments, retirement’s, withdrawals, switches, transfers, cessions and estate lates). > Amendments to existing client information(investors, advisors, employers).- Validate all incoming instructions with regards to: > Various legislative requirements relating to all applicable products. > FICA requirements complied with (where relevant).- Provide clients/ IFA’s with superior levels of service.- Correct and timeous rectification of errors.
  • Ultimate Rugby
    Online Rugby Commentator And Administrator
    Ultimate Rugby Jan 2014 - Sep 2015
    Port Elizabeth, Eastern Cape, South Africa
    Responsibilities:- Written play by play commentary of domestic and international rugby matches.- Conduct pre-match research.- Update and maintain system backend.

Ryan Pryce Lewis Education Details

Frequently Asked Questions about Ryan Pryce Lewis

What company does Ryan Pryce Lewis work for?

Ryan Pryce Lewis works for Allan Gray Proprietary Limited

What is Ryan Pryce Lewis's role at the current company?

Ryan Pryce Lewis's current role is Allan Gray Model Portfolio Specialist・Relationship Management.

What schools did Ryan Pryce Lewis attend?

Ryan Pryce Lewis attended Nelson Mandela Metropolitan University, Grey High School.

Who are Ryan Pryce Lewis's colleagues?

Ryan Pryce Lewis's colleagues are Renita Govender, Varshan Maharaj, Allan Josephine, Lusanda Mhlahlo, Puseletso Maetso, Luzuko Mayekiso, Zane Davids.

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