To apply, click on the link at the end of the posts and all the best with your applications

Service Desk Coordinator

Job Description

Purpose of role:

The Prescient Service Desk serves as the single, trusted point of contact for all Prescient IT-related incidents, requests, and support queries. The role is responsible for managing all client interactions, ensuring effective communication, timely resolution of issues, and consistent management of client expectations in line with agreed service levels.

Duties and responsibilities:

The IT Service Desk is the central point of contact for all IT-related incidents and service requests at Prescient. The Service Desk provides first-line support to all staff and coordinates the resolution of requests across the relevant IT support teams.

Service Desk

• Respond promptly and professionally to all IT-related calls, incidents, and service requests.
• Log all incidents and service requests accurately via supported channels.
• Assign tickets to the correct IT support team within 15 minutes of logging.
• Apply appropriate categorisation, priority, and impact to all tickets.
• Follow up with technicians and engineers to ensure timely resolution.
• Communicate clearly with users and provide regular updates throughout the ticket lifecycle.

 Procurement

• Assess and understand procurement requirements from clients, technicians, system engineers, and IT management.
• Source, obtain, and review quotations for requested IT equipment and services.
• Ensure accurate procurement of approved items in line with requirements.
• Liaise with suppliers and track delivery status to ensure timely fulfilment.
• Verify and sign off on the receipt of correct items upon delivery.
• Ensure all procurement activities are accurately documented and recorded in the system.

Administration

• Verify that all supplier invoices correspond with approved and delivered procurement items.
• Ensure all invoices are reviewed and approved by the IT End-User Support Manager prior to processing.
• Scan and submit approved invoices to the finance department.
• Capture and upload invoices into the system and follow the defined procurement and payment workflows.

 Asset Management

• Tag all IT assets in accordance with Prescient’s asset management standards.
• Capture and maintain accurate asset records in the asset management system.
• Link relevant invoices and procurement documentation to corresponding assets.
• Allocate and assign tagged assets to the appropriate technician or systems engineer for deployment and implementation.

Technical Support

• Provide first-line technical assistance to clients telephonically and via remote support tools.
• Perform remote troubleshooting using structured diagnostic techniques and targeted questioning.
• Guide clients through step-by-step problem resolution where possible.
• Escalate unresolved or complex issues to second- or third-line support in line with escalation procedures.
• Document incidents, resolutions, and outcomes accurately within the system and knowledge base.
• Contribute to and create technical documentation, including Standard Operating Procedures (SOPs), based on resolved incidents and technical resolutions.
• Capture and relay client feedback, trends, and improvement suggestions to relevant internal teams.
• Proactively identify opportunities to improve Service Desk processes, tools, and support procedures.

Required experience:

• 2-5 years’ relevant experience in an IT Service Management (ITSM) and customer support environment.
• Proven experience working as a Service Desk Technician or in a similar customer-facing IT support role.
• Solid understanding of computer systems, mobile devices, and other related technology products.
• Excellent verbal and written communication skills, with the ability to engage clearly and professionally with users at all levels.
• Strong customer-service orientation, with the ability to remain calm, patient, and solution-focused under pressure.

Required Qualifications:

• Matric (Grade 12) as a minimum qualification.
• CompTIA A+ and CompTIA Network+ certifications preferred.
• ITIL Foundation certification would be advantageous, supporting ITSM processes and service delivery best practices.
• Foundational understanding of AI concepts, with the ability to work confidently with AI-powered tools and chatbots, would be advantageous.

Key competencies:

• Demonstrates high levels of integrity and discretion, with the ability to handle sensitive information responsibly.
• Strong attention to detail, ensuring accuracy in logging, documentation, and follow-through.
• Takes initiative and ownership of tasks and issues from initiation through to resolution.
• Exhibits strong analytical and problem-solving skills, with a structured approach to diagnosing issues.
• Able to work independently and proactively, while effectively managing time and priorities.
• A positive and collaborative team player, contributing constructively within a team environment.
• Articulate and confident in communicating technical issues to both technical and non-technical stakeholders.
• Highly methodical and disciplined, consistently following tasks through to completion and adhering to defined processes and procedures.

Why this role:
This is an excellent opportunity to join a close-knit Service Desk team working closely with the broader IT function. The role is central to managing support tickets, assisting technicians and engineers, and providing clear, timely feedback to users, while delivering a professional and efficient service across the organisation.

Click here to apply

Accounts Opening Administrator (AML Focused) – 6 Month Maternity Contract

Job Description

Purpose of role:

We are seeking an experienced contractor to join the Account Openings team on a six‑month maternity contract. This role will provide operational support during a period of maternity leave, ensuring business continuity across account opening and onboarding activities.

This role will also play a key role in expanding the Account Openings team’s AML capability. The successful candidate will assist in establishing clear processes for handling AML‑related requests received from external parties, helping to build sustainable capacity as the business continues to grow.Duties and responsibilities:

• Manage and support account opening and client onboarding processes.
• Review and complete account opening documentation in line with internal procedures.
• Conduct AML / KYC checks in accordance with regulatory and compliance requirements.
• Apply knowledge of fund structures and legal documentation as part of onboarding processes.
• Liaise with internal stakeholders, including AML, Legal, Operations, and Implementation teams.
• Track progress of account openings and ensure timely resolution of outstanding queries.
• Maintain accurate records and documentation within relevant systems.
• Support broader team activities to ensure adequate coverage during the maternity period.
• Contribute to the design, documentation, and embedding of AML processes for handling external AML requests.

Required experience:

• 2–3 years’ experience in account openings, AML, client onboarding, or a related financial services role.
• Practical working knowledge of AML and KYC regulations.
• Understanding of fund structures and associated legal frameworks.
• Experience within investment management, asset management, or financial services environments.

Required qualifications:

• Relevant tertiary qualification (Finance, Law, Commerce, Accounting, or similar preferred).

Key competencies:

• Strong attention to detail and accuracy.
• Analytical and structured approach to work.
• Ability to manage multiple priorities and deadlines.
• Clear and professional communication skills.
• Strong collaboration and stakeholder engagement skills.
• High level of integrity and accountability.

Why this role:

This role offers the opportunity to contribute meaningfully to a specialist onboarding function while gaining exposure to AML‑related processes within an Account Openings environment. The position plays a key role in supporting the team’s immediate delivery needs while enabling longer‑term capability development within the function.

Click here to apply

Manager – Operations Support

Job Description

Purpose of role:

The Manager – Operations Support plays a critical senior role in supporting business growth, improving client experience, and enabling operational scalability. The role provides cross‑departmental operational oversight, serves as a senior escalation point for complex operational issues, and contributes meaningfully today‑to‑day operational decision‑making and technical problem solving. Operating within a business that is preparing for scale, this role brings visibility, structure, and alignment across operational functions while strengthening the robustness of the operating model.Duties and responsibilities:

Operational Issue Resolution & Escalation Management:

• Act as a senior escalation point for complex, cross‑departmental operational issues impacting clients and internal teams.
• Become actively involved in the remediation of internal and external client issues across operational areas.
• Support the resolution of day‑to‑day technical queries and operational challenges.
• Ensure issues are resolved in a sustainable manner, addressing root causes rather than symptoms.

 Cross‑Departmental Operational Oversight:

• Operate across all operational departments within PFS
• Maintain a strong understanding of end‑to‑end operational flows to identify systemic risks, shortfalls, and inefficiencies.
• Provide visibility and coherence across teams where issues cut across functional boundaries.
• Support operational alignment and coordinated responses to shared challenges.

 Process Improvement and Operating Model Enhancement:

• Contribute to decision‑making related to strengthening and scaling the operating model.
• Identify operational weaknesses and actively add value to remediation initiatives.
• Support and drive initiatives aimed at improving efficiency, scalability, and client experience.
• Apply structured problem‑solving and continuous improvement principles.

 Operations Support Team Leadership:

• Build, lead, and develop a small, central Operations Support team drawn from different operational areas.
• Provide coaching, guidance, and oversight to ensure high‑quality support delivery across the business.
• Enhance overall operational maturity through leadership, mentorship, and capability uplift.

 Ongoing Operational Contribution and Knowledge Transfer:

• Continue to play a hands‑on role in day‑to‑day operational activities, despite the senior support mandate.
• Support knowledge transfer, mentoring, and handover of responsibilities within operations.
• Ensure continuity and depth of operational expertise across teams.

Required experience:

• Senior operational leadership experience within asset management / fund administration / fund services required with a demonstrated ability to influence across multiple departments.
• Strong background in fund administration operations, with exposure across multiple operational functions.
• Proven experience resolving complex operational issues and leading remediation efforts.
• Experience contributing to operating‑model design, optimisation, or scale‑enablement initiative.

Required qualifications: 

• Relevant tertiary qualification in Finance, Accounting, Operations Management, or a related field.
• Postgraduate qualification or professional designation would be advantageous.

Key competencies:

• Ability to operate across multiple departments.
• Problem‑solving and remediation mindset.
• Accountability and ownership of complex issues.
• Strong internal and client‑centric perspective.
• High self‑confidence, assertiveness, and emotional intelligence.
• Open‑minded, collaborative, multi‑perspective thinker.
• Structured working style with strong attention to detail.

Click here to apply

Compliance Officer

Job Description

Purpose of role:
Reporting to the Chief Financial, Risk and Compliance Officer, this regulatory Compliance role has the responsibility to cover a number of compliance requirements including FAIS, FICA, AML, JSE and A2X. The role also involves assisting the Board in ensuring adherence to internal policies and procedures while maintaining a strong compliance culture within the business. It is essential that you have a strong understanding of Stockbroking Operations and a working knowledge of FAIS, FICA and AML/CFT requirements.

Duties and responsibilities:

Regulatory Compliance, AML & Monitoring

• Conduct real-time monitoring of trading activity across all asset classes to ensure compliance, detect irregularities, and manage risks.
• Monitoring of daily CAPAD trading Limits and Monthly submission to JSE and A2X.
• AML – Conduct ongoing compliance and AML reviews in line with regulatory requirements and the company’s compliance program.
• Oversee access controls for trading and back-office systems to ensure compliance.
• Perform daily compliance checks to identify misdeals, outstanding allocations, incorrect journal entries, and faulty payments, escalating exceptions as required.
• Analyse root causes of compliance breaches and recommend corrective actions.
• Prepare and submit all FAIS regulatory reports within the required timelines.
• Ensure reporting obligations, both internal and regulatory reporting requirements, are conducted within required timelines.
• Take responsibility for the management and coordination of the regulatory and compliance training register, ensuring all regulatory training requirements are effectively tracked, reported and adhered to.

Stakeholder Engagement & Risk Management

• Provide guidance and support to internal business units on FAIS, FICA, and other relevant regulations.
• Report on compliance matters, business risks, and regulatory updates to the Board and Executive Committee.
• Build and maintain strong working relationships with Regulators and other key governance stakeholders.
• Assist in the development and implementation of risk-mitigation strategies to ensure adherence to financial laws and best practices.
• Coordinate regulatory engagements, including site visits.
• Escalate issues of non-compliance and manage all incident reporting to the Board and Exco.
• Ad hoc assistance and support to the Board as required.
• Take responsibility for managing counterparty due diligence processes, including responding to requests, coordinating internal stakeholders, and ensuring information provided aligns with regulatory and internal standards.
• Represent PSec at Compliance Committees as required.

Policy & Process Management

• Ensure company policies and procedures remain up to date and aligned with regulatory requirements.
• Review client and supplier accounts to ensure FICA compliance.
• Participate in regulatory audits and liaise with regulators as needed.
• Maintain and enhance business processes to strengthen compliance frameworks.
• Contribute to process improvements and development of data-driven reporting.
• Participate in Business Continuity Planning (BCP) testing as required.

Regulatory Awareness & Training

• Stay abreast of changes in legislation and assess their impact on business operations.
• Provide insights on upcoming regulatory changes and recommend effective implementation strategies.
• Conduct internal compliance training to foster a strong compliance culture within the organization.
• Ensure employees adhere to FAIS Fit & Proper requirements.

Required experience:

• 5 years’ experience in a similar role in stockbroking where you have had exposure to the full compliance function.
• Strong knowledge of FAIS, FICA, POCA, and other relevant financial regulations.
• Strong expertise in stockbroking operations, including local and international settlements.
• Experience in monitoring FAIS compliance, including Fit & Proper requirements.
• Proficiency in MS Office (Excel essential).
• In-depth knowledge of FICA and KYC documentation requirements for both domestic and international entities.

Required Qualifications:

• BCom, B.Compt, BSc, LLB, FRM, or an equivalent qualification is essential.

Preference for completion of or registered to complete the following SAIFM Exams:

• JSE Equity Compliance Officer exam
• JSE Derivatives Compliance Officer exam
• SAIFM Introduction to financial markets RPE
• SAIFM Regulation and Ethics RPE
• SAIFM Bond Market RPE
• SAIFM Derivative Market RPE
• BCom, BCompt / equivalent is advantageous

Key competencies:

• Analytical – Collects, research, and processes data and information intuitively; develops effective processes.
• Problem Solving, Proactive and curious – Identifies and resolves problems in a timely manner; provides solutions.
• Balance attention to detail with broader risk awareness.
• Strong Verbal and Written Communication.
• Positive Team Player – with strong communication and stakeholder engagement skills.
• Balances team and individual responsibilities; values feedback; builds team spirit.
• Deadline Driven – Meets deadlines; works well under pressure.
• Quality Management – Promotes and demonstrates quality and accuracy; applies feedback to improve performance.

Why this role:
This is an excellent opportunity to gain exposure to a leading stockbroking environment and build a career in risk and compliance. You’ll be part of a team evolving toward a more data-driven, forward-looking approach to risk management and compliance.

Click here to apply

Business Development Coordinator

Job Description

Purpose of role:

Part of the Business Development (BD) team, this role supports Business Development in all administrative and Salesforce support relating to Business Development activities across PFSG.

A key objective of the role is to support the BD initiatives and work alongside the other team members.

The role also includes administrative and salesforce support to Prescient Capital Markets insofar of business development activities are involved.
Duties and responsibilities:

• Business Development Support:
  • Coordinating travel, diary management and meeting logistics (Teams and in-person) for the Head of Business Development and BD team as applicable, including itineraries, accommodation and scheduling.
  • Responsible for setting up meetings in advance of client on site visits and ensuring relevant teams/people are included and notified in advance.
  • Work with catering / IT staff etc. to set up meeting room and all catering is organised for client onsite and meetings, as applicable and required.
• Administrative and Support to the Business Development team (consisting of BD and product development teams):
  • Local and international meetings coordination function (Teams and in person) as required for Business Development opportunities.  
  • Facilitating the necessary marketing materials, rooms, gifting, catering etc. for Business Development pitches and team needs.
  • Assisting in the due diligence processes for new business, industry surveys, questionnaires, and other general information requests and initiatives, working alongside the BD Managers in a support / administrative role.
  • Documenting full lifecycle of BD pitches in Salesforce from initial interactive, desktop research, uploading contact, account and opportunities, to weekly follow ups around reporting and dashboards, supporting the BD Managers.
• Collaborate with the Marketing team to ensure all presentations and templates are current and accurate.
• Team Interaction:
  • The key objective to work on a collaborative basis, ensuring that the team remains cohesive and successful.
  • Always operate within the Prescient value system (internally and externally)
  • Deal with people as partners, with respect, an open mind and fairness
  • Contribute positively to morale and be solution driven

Required experience:

• At least 4 years’ experience in asset management / fund administration in a related role with exposure to institutional client service, client engagement, business development support is essential. Experience in handling RFP’s, questionnaires, Due diligences etc. required.
• Advanced skills in MS Office, particularly PowerPoint, Excel and Word will be advantageous.

Required Qualifications:

• Relevant commerce degree (Investments, Finance, Commerce).

Key competencies:

• Accuracy and meticulous attention to detail.
• Positive, pro-active team player.
• Able to work well in a team environment.
• Highly organised with good time management skills.
• Able to handle stress well.
• Ownership driven, take responsibilities for a variety of talks.
• Analytical thinker with problem solving skills.
• Honesty, integrity and mutual respect for co-workers. You have the ability to deal with different cultural and business situations.

Click here to apply

Regulatory Compliance Specialist – Section 65 Scheme Oversight

Job Description

Purpose of role:

The Regulatory Compliance Specialist is responsible for the oversight, governance, and ongoing regulatory compliance of foreign collective investment schemes registered for sale in South Africa under S65 of Collective Investment Schemes Control Act (CISCA).The role ensures that all S65 schemes represented or overseen by the business comply with CISCA, FSCA requirements, and related regulatory standards, while acting as a key liaison between offshore fund managers, internal stakeholders, and the regulator.

Duties and responsibilities:

Section 65 Scheme Oversight

• Provide regulatory oversight of S65 approved collective investment schemes represented in South Africa by PManco.
• Maintain oversight of the business’s obligations as local representative / regulatory contact in terms of Section 65 of CISCA.
• Monitor scheme structures, approvals, and ongoing compliance status, ensuring alignment with FSCA conditions of approval.
• Track and manage regulatory commitments, undertakings, and conditions attached to S65 approvals.

Regulatory Compliance & Monitoring

• Conduct ongoing compliance monitoring of S65 schemes against CISCA, FSCA standards, and guidance notes.
• Review scheme documentation, including prospectuses, supplements, offering memoranda, and marketing material for regulatory compliance.
• Identify, assess, and escalate regulatory breaches, risks, or emerging compliance issues related to S65 schemes.
• Support regulatory reporting obligations, including periodic submissions and ad‑hoc FSCA requests.

 Regulatory Engagement & Advisory

• Act as a key point of contact with the FSCA on S65‑related matters, including approvals, queries and regulatory correspondence.
• Provide regulatory guidance and advice to internal stakeholders and offshore fund managers on South African CIS requirements.

 Governance, Risk & Controls

• Contribute to governance and risk reporting relating to S65 schemes, including compliance dashboards, risk assessments, and board or committee papers.
• Support internal and external audits, regulatory inspections, and due‑diligence reviews related to S65 oversight.
• Assist with the development and maintenance of policies, procedures, and frameworks relevant to S65 scheme compliance.

Stakeholder & Cross‑Functional Collaboration

• Engage with offshore managers, administrators, and service providers to ensure consistent regulatory standards are applied.
• Support client, platform, or institutional due‑diligence processes relating to S65 schemes.

Required experience:

• 5+ years’ experience in regulatory compliance within the asset management, CIS, or Manco environment.
• Advantageous if you have experience with Section 65 of CISCA and offshore CIS oversight.
• Strong working knowledge of CISCA, FSCA regulatory framework, and related standards.

Required Qualifications:

• Bachelor’s degree in Law, Commerce, Finance, Risk Management, or a related field.

Key competencies:

• Highly organised with excellent time management.
• Able to work well in a team environment.
• Highly collaborative.
• Positive team player.
• Accuracy and attention to detail are of the utmost importance.
• Self-starter who is self-driven and self-directed.
• Strong work ethic.
• Honesty and integrity.

Why this role:
This is a brilliant opportunity to apply your skills and experience in support of a dynamic, highly competent compliance team and grow your understanding of the CIS/Manco environment. This opportunity promises excellent exposure, growth, challenge and reward.

Click here to apply

Content Manager

Job Description

Purpose of role:

To own Prescient Investment Management’s content strategy end-to-end — from ideation through to execution — with the goal of building a consistent, compelling, and data-informed digital presence. This role generates fresh content ideas across all channels and takes full responsibility for planning, managing, and delivering a range of content activities, including social media campaigns, event content and email marketing.

Duties and responsibilities:

Social media strategy & management

• Own the end-to-end content calendar across LinkedIn, Instagram, Facebook, and YouTube.
• Develop and execute content strategies aligned to Prescient’s brand voice, investment philosophy, and business objectives.
• Ideate original content concepts, campaigns, and series that drive engagement and build audience.
• Monitor platform trends, algorithm changes, and competitor activity to keep content relevant and timely.
• Track and report on performance metrics (reach, engagement, follower growth) with a focus on continuous improvement.

Content creation & copywriting

• Write compelling, on-brand copy for social posts, captions and emails.
• Translate complex investment and financial topics into clear, digestible, and engaging content for varied audiences.
• Develop and maintain Prescient’s editorial and digital tone of voice.
• Brief and collaborate with internal stakeholders (investment teams, leadership and marketing team) to extract insight and develop content around it.
• Commission and edit long-form content pieces (articles, thought leadership, event recaps) for social channels.

Creative direction & visual output

• Design and produce social media graphics, campaign assets, and multimedia content using tools such as Canva and Adobe Creative Suite.
• Create and maintain branded templates that ensure visual consistency across all content types and platforms.
• Ensure all content — written and visual — is on-brand, platform-optimised, and production-ready.
• Source, edit, and prepare imagery, icons, illustrations and video suited to each platform’s specifications.

Campaign & event content

• Lead content planning and execution for key business events, webinars, fund launches, and thought leadership campaigns.
• Develop pre, during, and post-event content plans to maximise engagement and reach.

Email marketing & digital channels

• Write, build, and manage email marketing campaigns on Pardot, including newsletters, fund updates, and nurture communications.
• Ensure digital content is consistent across all touchpoints.

Stakeholder collaboration

• Work closely with marketing team, investment team, and business development teams to develop content reflecting Prescient’s expertise.
• Liaise with external agencies, freelancers, and partners where required.
• Develop and maintain strong working relationships with all key stakeholders.

Required experience:

• Minimum of 2 years’ experience in a content management, social media management, or digital marketing role, ideally from financial services or a B2B environment.
• Proven track record of owning social media strategy and driving measurable results.
• Experience writing, creating and editing content across formats.
• Experience with marketing automation platforms (Pardot or similar).
• Familiarity with design tools (Canva, Adobe Creative Suite) and the ability to art-direct or create visual assets when needed.
• Experience managing or briefing a designer or external creative partner.
• Demonstrated ability to translate complex or technical subject matter into clear, engaging content for varied audiences.

Required Qualifications:

• Marketing, Communications, Journalism, or related qualification (National Diploma / Degree).

Key competencies:

• Attention to detail and accuracy
• Take ownership of tasks and be accountable for delivering quality outcomes for the business
• Proactive and able to take initiative
• Strong creative and strategic thinking ability
• Excellent written communication: clear, concise, and compelling across formats
• Curiosity and innovation mindset, with genuine interest in financial markets
• Works independently or as part of a team
• Highly organised with excellent time management across multiple concurrent workstreams
• Positive team player with a highly collaborative approach
• Strong communication skills

Why this role:

This is a brilliant opportunity to lead Prescient’s content strategy from the ground up — not just executing briefs but building the engine that powers our digital presence. You’ll have autonomy to shape how a leading systematic investment manager shows up digitally, working alongside smart, ambitious people who are hungry for success. If you believe data and creativity are not opposites, and that financial content can be compelling without being dumbed down — this is the role for you.

Click here to apply

Business Development Associate

Job Description

Purpose of role:
A key role within the Client Solutions team, responsible for the creation, maintenance, and high‑quality delivery of proposal collateral including RFPs, DDQs, surveys, capability documents, presentations, and other formal submissions. In this role, you will support the Business Development teams (Retail and Institutional) through acting as a central link between the investment team, operations, compliance, and marketing to ensure the delivery of accurate, timely, compelling, and consistent materials that support asset‑raising efforts and enhance the client experience. The role continually seeks opportunities to enhance process efficiency, content consistency, and data integrity.

Duties and responsibilities:

• Be responsible for end‑to‑end production of RFPs, DDQs, tenders, consultant databases, capability documents and presentations, ensuring on‑time, high‑quality submissions.
• Maintain content libraries and information repositories; ensure data is accurate, current and complete.
• Draft, update and refine technical marketing material, fact sheets, product documents and client communications to ensure consistent, accurate and professional messaging.
• Coordinate internal reviews with Investments, Compliance, and Operations; ensure submissions follow required review and sign‑off processes.
• Ensure adherence to brand standards and applicable regulatory requirements.
• Collaborate with investment, middle office, operations and compliance teams to source accurate data and ensure content consistency.
• Ensure investment and strategy knowledge is current by attending relevant internal investment team and sales meetings.
• Maintain an up-to-date and generalist knowledge of the company which includes understanding of internal systems, teams, products and processes.
• Perform ad hoc business and team projects.

Required experience:

• Minimum 3–5 years’ experience in financial services within proposals/business development associate/technical marketing.
• Strong exposure to RFPs, DDQs, surveys, tender processes and institutional databases.
• Demonstrated ability to manage multi‑stakeholder workflows under tight deadlines.
• Experience collaborating with investment teams and understanding strategies across asset classes.
• Excellent writing, editing and communication skills.

Required Qualifications:

• Bachelor’s degree in Commerce, Finance, Economics, Business Science or related field.
• Proven proficiency in working with Microsoft Suite (e.g., Microsoft Excel. PowerPoint, Word).

Key competencies:

• Exceptional attention to detail, accuracy and structured working style.
• Outstanding written and verbal communication skills.
• Highly organised; able to prioritise, multitask and meet tight deadlines.
• Strong relationship‑building skills; collaborative team player.
• Proactive, self‑motivated, strong work ethic and results‑driven.
• High learning agility; able to absorb technical information quickly and communicate clearly.
• Intellectual curiosity and commitment to continuous learning.

Click here to apply

Client Relationship Manager (CRM)

Job Description

Purpose of role:

At Prescient Securities, our clients are central to everything we do. The CRM is responsible for translating this value into a consistently exceptional client experience, where professionalism, excellence and genuine care are evident at every interaction. 

This role exists to ensure that client engagement goes beyond efficient service delivery to true client delight. Client relationships are managed with intent, discipline and attention to detail, while maintaining a strong focus on understanding client needs, anticipating expectations and building trusted, long-term partnerships. Every interaction, opportunity and follow-up is actively managed and progressed through a structured CRM framework to ensure consistency, accountability and quality. 

By owning and governing how the CRM is used across the business, this role ensures it operates as a living system that supports meaningful client engagement, informed decision-making and commercial effectiveness. Working closely with the CEO, Business Development, Corporate Access and Marketing teams, the Client Engagement & CRM Manager plays a central role in ensuring that clients feel genuinely valued, well supported and confident in their relationship with Prescient Securities. Duties and responsibilities:

1. Client Engagement & Coverage Ownership 

• Own the end-to-end client engagement workflow across Prescient Securities. 
• Ensure every client has:
  • A clear internal owner. 
  • Defined coverage objectives.
  • A structured engagement cadence. 
• Proactively identify dormant, under-engaged or at-risk clients and drive re-engagement actions. 
• Act as the central coordination point between clients and internal teams to ensure consistent, high-quality service delivery. 
• Serve as escalation and resolution point for client service issues where appropriate. 

2. CRM Ownership & Discipline 

• Act as the CRM product owner for Prescient Securities. 
• Define and enforce CRM standards, workflows, pipelines and mandatory data fields. 
• Ensure all client interactions, meetings, opportunities and follow-ups are captured accurately and timeously. 
• Drive CRM adoption and discipline across the teams, including senior stakeholders. 
• Train, coach and support users to ensure the CRM is used as a decision-making and execution tool .
• Continuously refine CRM structure to improve visibility of:
  • Client coverage. 
  • Opportunities. 
  • Corporate access demand.
  • Follow-ups and outcomes.

3. Opportunity & Pipeline Management 

• Ensure all commercial opportunities are logged, tracked and progressed in the CRM.
• Monitor stalled or inactive opportunities and actively drive internal action.
• Prepare regular pipeline, coverage and opportunity reviews for management.
• Ensure post-meeting and post-event follow-ups are executed and recorded.
• Support the business in maximising conversion, retention and cross-sell opportunities through disciplined follow-through.

4. Corporate Access & Event Effectiveness 

• Own CRM-driven client targeting for all corporate access events. 
• Work closely with Angela and the Corporate Access team to ensure:
  • The right clients are invited. 
  • Invitations are aligned to client interests, mandates and engagement history. 
• Track attendance, engagement, feedback and post-event outcomes in the CRM.
• Ensure structured follow-up after all events to maximise relationship and commercial value.

5. Business Development & Client Presentation Support 

• Support preparation of high-quality client presentations and proposals.
• Enhance presentation quality in line with branding and messaging guidelines.
• Maintain and manage a central library of presentation and proposal templates.
• Coordinate local and international client meetings as required.
• Facilitate logistics related to meetings and engagements, including venues, materials and catering.

6. Executive Support (Client-Focused) 

• Provide targeted support to the CEO on client engagement, relationship management and commercial initiatives.
• Assist in filtering and prioritising client-related communication and actions.
• Act as a trusted point of coordination in the CEO’s absence on client-related matters.

7. Collaboration, Improvement & Learning 

• Collaborate closely across teams to improve client processes and systems.
• Proactively identify gaps, inefficiencies and improvement opportunities in client management.
• Continuously build understanding of markets, products and client needs.
• Where appropriate, complete industry exams and deepen technical knowledge to enhance effectiveness.

Required experience:

• At least 4- 6 years’ experience in investment management / stockbroking environment in a related role where you have gained exposure to institutional client service, client engagement and business development support.
• Advanced skills in MS Office, particularly PowerPoint, Excel and Word will be advantageous.
• Experience in working with a CRM system required.

Required Qualifications:

• Relevant Qualification (ND / Degree in Administration, Finance, Commerce) required. 

Key competencies:

• Highly client-centric with a strong service mindset.
• Commercially minded and outcome driven. 
• Highly organised with strong prioritisation skills.
• Comfortable driving accountability and behavioural change. 
• Strong communicator, written and verbal. 
• Detail-oriented with a high standard of execution. 
• Self-driven, resilient and proactive. 

Why this role:

At Prescient Securities, the client is at the centre of everything we do. 
This is a critical role within the business, designed to elevate how clients are serviced, engaged and cared for at every interaction. 

The purpose of this role is to ensure that every client feels genuinely valued, understood and prioritised. It is about building long-term partnerships, not transactional relationships. The Client Engagement & CRM Manager plays a central role in shaping the client experience, ensuring that interactions are thoughtful, timely and consistently delivered to a high standard. 

The successful candidate will have real influence over how the business operates, how client relationships are nurtured and how opportunities are identified and progressed. Through disciplined use of the CRM and close collaboration with internal teams, this role ensures that no client is overlooked, no follow-up is missed, and every engagement reflects Prescient Securities’ commitment to excellence. 

Ultimately, success in this role means clients feel a genuine sense of care, partnership and confidence in Prescient Securities, knowing that their needs are anticipated, their time is respected and their experience with us is seamless and personal. 

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Data Management: Instruments and Pricing

Job Description

Purpose of role:
The Data Management team play a critical role relating to the governance and setup of new funds within Prescient Fund Services. In this role you will be required to setup and maintain new funds across the systems used by the asset administration services offered by Prescient.

Duties and responsibilities:

• Managing and maintaining financial market and instrument data across Prescient systems.
• Utilize ETL technologies and workflows to deliver solutions daily, monthly and on an ad hoc basis.
• Operating instrument valuation models for pricing OTC instruments.
• Analysing input and validating outputs of instrument valuation models.
• Analysing and validating the quality of financial market data used by Prescient.
• Executing and enforcing Prescient’s data governance policy for pricing and instrument meta data.
• Meta data maintenance in Prescient’s core accounting system.

Required experience:

• 2-4 years investment or financial services industry experience in a related role where you have gained experience in the setup and/or pricing of instruments.
• Solid understanding of financial instruments.
• Strong Excel skills.

Required Qualifications:

• A relevant tertiary qualification (e.g., Information Systems/Technology, Finance, Accounting / Commerce) is required.

Key competencies:

• Technical aptitude for working with systems and data.
• Ability to methodically plan, organise, analyse, and manage data driven tasks with detail and precision.
• Self-motivated and delivery focused.
• Positive team player.
• Proficient interpersonal skills with the ability to engage and collaborate with internal and external stakeholders.
• Deadline driven.

Why this role:
This is a great opportunity within Data Management, a middle office team which plays a critical role relating to the governance and setup of new funds within Prescient Fund Services. In this role you will be required to set up and maintain new funds across the systems used by the asset administration services offered by Prescient. This position offers excellent exposure and growth.

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We wish you all the best with your applications