Careers
Marketing & Communications Specialist.
About Fairtree
Fairtree is a trusted investment partner with investment capabilities spanning global, private, and listed asset classes. We continually strive for investment excellence and to deliver high-quality returns to our investors, as we have done since our inception in 2003.
At the heart of everything we do at Fairtree is the purpose that the business exists to enrich the lives of all our stakeholders. We believe Fairtree is a tool enabling us in our mission to put each of our stakeholders, through their dealings with or within Fairtree, in a better position to live their individual or collective callings.
We deliver on this purpose through our five core values: Excellence, Integrity, Growth, Real Relationships and Family. We strive to live these values every day and trust that they will drive every action or decision made at Fairtree in the best interest of all stakeholders. We believe this has created a unique culture where a safe environment exists for investment ideas to flourish.
The Role
Enrich the lives of all Fairtree stakeholders by providing excellent client service. Contribute to the organisation’s growth and success while deepening our relationships with existing and potential investors.
Responsibilities
- Build and maintain client and potential client relationships.
- Manage direct client queries, transactions and approval of special client requests.
- Evolve retail client services function to ensure we deliver all client services in excellence across our various client touch points.
- Work closely with internal stakeholders, provide feedback on client interactions and proactively drive continuous improvement.
- Manage, develop and grow client services team, which includes recruitment and the development of individual growth journeys for team members.
- Establish and maintain client servicing standards and infrastructure to ensure excellent client service delivery, e.g. CRM system, Docfox, telephone systems, and website chat.
- Liaise and integrate with the management companies of our funds on all client-related queries and transactions.
- Establish and manage TCF outcomes, e.g. complaint management.
- Act as Section 42 Compliance Officer. Develop, document, maintain and implement a programme for anti-money laundering and counter-terrorist financing risk management and compliance for all clients.
- Drive efficiency and client service excellence at all times.
Skills required to ensure success in this role include
- Excellent written and verbal client communication skills.
- Leadership and relationship management skills to manage and lead a team and liaise with internal and external stakeholders and service providers.
- A track record of excellence – hardworking and detail-oriented with a firm commitment to excellence.
- Being a team player and a good communicator with a belief in strong, open and honest relationships.
- Self-starter with a proactive can-do attitude.
- Adaptable and flexible with the ability to work in a fast-paced environment.
- Excellent MS Office (Word, Excel, Outlook, PowerPoint), CRM and telephone systems skills.
Education and experience
- Bachelor’s degree in Commerce or similar.
- Client service and systems experience within a fast-paced environment.
How to apply
If you believe Fairtree could provide you with the environment to grow and flourish and want to explore the Client Services Manager (Retail) opportunity further, please forward your CV to careers@fairtree.com by 9 February 2023.
Our Graduate Programme is currently closed for 2022. Please follow us on social media for more updates for next year.
Fairtree Graduate Programme 2023
About Fairtree
Fairtree is a trusted investment partner with investment capabilities spanning global, private, and listed asset classes. We continually strive for investment excellence and to deliver high-quality returns to our investors, as we have done since our inception in 2003.
At the heart of everything we do at Fairtree is the purpose that the business exists to enrich the lives of all our stakeholders. We believe Fairtree is a tool enabling us in our mission to put each of our stakeholders, through their dealings with or within Fairtree, in a better position to live their individual or collective callings.
We deliver on this purpose through our five core values: Excellence, Integrity, Growth, Real Relationships and Family. We strive to live these values every day and trust that they will drive every action or decision made at Fairtree in the best interest of all stakeholders. We believe this has created a unique culture where a safe environment exists for investment ideas to flourish.
About the Fairtree Graduate Programme
The Fairtree Graduate Programme is an exciting opportunity for graduates to gain experience and grow at our multi-asset firm and learn first-hand from our investment professionals.
The Fairtree Graduate Programme is a bespoke 12-month training programme designed for graduates to broaden their skills base, including technical and soft skills development, and kick-start their careers in the asset management industry.
The 12-month graduate programme will commence in January 2023, with shorter periods or delayed starts considered for exceptional cases.The relevant qualifications, competencies, attributes and fit with the team and the Fairtree culture are critical.
Requirements
Minimum requirements:
- Bachelor’s degree.
- South African citizenship.
- A valid SA driver’s license is essential.
- EE candidates are preferred.
Qualifications:
Risk Intern:
- Bachelor’s degree with Investments, Actuarial, Finance or Statistics as the major subjects. Coding skills are preferred but not essential.
Solutions Intern:
- B.Comm specialising in Investments, Maths, Statistics, or Actuarial.
- or B.Sc in Physics or Maths
Operations Intern:
- Bachelor’s degree in Investments or Finance with Accounting as major subject.
- Hons / Postgrad diploma would be preferred.
- Specific interest in middle office operations (controls over security transaction processing and checking the integrity of portfolio management system).
Marketing Intern:
- Bachelor’s degree in Marketing.
Competencies and attributes:
- A track record of excellence, including strong academic performance.
- An interest in business and investments.
- Strong numerical ability.
- A questioning nature and an analytical mind.
- Being a team player.
- Self-starter with a proactive can-do attitude.
- Clear, concise writing skills.
- A good communicator with a belief in strong, open and honest relationships.
- Adaptable and flexible with the ability to work in a fast-paced environment.
- MS Office skills (Word, Excel, Outlook, PowerPoint).
- An interest in self-development.
- Hardworking and detail-oriented with a commitment to excellence.
How to apply for the Fairtree Graduate Programme (2023)
If you believe that Fairtree could provide you with the environment to grow and flourish and you want to explore the Fairtree Graduate Programme opportunity further, please complete your application by 17 October 2022.
Please note that during the application process, you will be required to upload the following document in pdf format:
- CV
- Academic transcripts (Matric and University)
- Copy of your SA ID
Applications for the 2023 Fairtree Graduate Programme intake are currently open in the areas of marketing, operations, solutions and risk and will close on 17 October 2022. Shortlisted candidates will be contacted after the closing date for interviews and for their consideration of the opportunity to grow with Fairtree.
Thank you for your applications. Please note that applications for 2023 are now closed.
Dear Applicant,
Thank you for your interest in the Fairtree Bursary Programme for the 2023 academic year.
Please complete the application form as per the instructions below and submit all the completed application documentation before 16:00 on 11 November 2022.
Important Terms of the Bursary
- You must be a South African citizen and studying towards a qualification in: Investments, Finance, Accounting, Actuarial Science, Statistics, Engineering, Business Economics, Economics, Mathematics or Computer Science (BSc). You may not amend your course of study without prior written consent from the Company.
- You will be encouraged to maintain an average of 60% for the duration of your course of study and will be required to provide regular reports in this regard.
- The bursary is for the full academic period at a single academic institution.
- You will be required to enter into a bursary agreement with Fairtree. The agreement will provide more detail and the remaining terms and conditions upon which the Bursary will be awarded to you.
Instructions to complete and submit the application
- Ensure that all fields are completed and all supporting documentation is attached.
- All copies of supporting documentation must be certified.
- Incomplete applications will not be considered.
Supporting documents:
Applications will only be considered if completed in full and if all supporting documents have been submitted.
- South African ID
- This year’s first semester results or latest report (if you re a First-Year student)
- Full academic report for the years you’ve completed.
- Pay slip for your parent (s)/guardian if employed; or letter from employer; or tax return statement stating income
- Latest financial statements if your parent(s)/guardian is self-employed
- Sworn affidavits if your parent(s)/guardian is/are unemployed
- Death certificates if your parent(s) is/are deceased
- Divorce certificate if your parents are divorced
- Sworn statement from one parent if your parent is a single parent; or separated
- Preliminary Acceptance Letter/s (if applicable)
