Talent.com
Investor and Client Onboarding Specialist (12 Month Contract)
Investor and Client Onboarding Specialist (12 Month Contract)Rory Mackie & Associates • Johannesburg, Gauteng, ZA
No longer accepting applications
Investor and Client Onboarding Specialist (12 Month Contract)

Investor and Client Onboarding Specialist (12 Month Contract)

Rory Mackie & Associates • Johannesburg, Gauteng, ZA
30+ days ago
Job description

Overview :

Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves supporting the onboarding and KYC processes for investors in their Guernsey entities. The ideal candidate will be experienced in investor onboarding, and KYC within Fund Administration.

Responsibilities :

  • Assisting in the review and onboarding of new investors
  • Checking of application forms and investor due diligence documentation
  • Liaising with investors to request additional documentation
  • Performing risk assessments of investors
  • Carrying out periodic reviews of investors
  • Assisting with any day-to-day ad-hoc requests from investors and clients
  • Working on KYC remediation projects

Requirements :

  • Strong understanding of KYC regulations and investor due diligence practices
  • Familiarity with risk assessment protocols for investor onboarding
  • Proficiency with KYC documentation and regulatory compliance requirements
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
  • Experience with KYC platforms or CRM systems is an advantage
Create a job alert for this search

Investor and Client Onboarding Specialist (12 Month Contract) • Johannesburg, Gauteng, ZA

Similar jobs

Business / Broker Consultant - Johannesburg

Pro Select ConsultingJohannesburg, South Africa
Quick Apply

We are seeking a dynamic and relationship-driven.This role is responsible for building, managing, and growing relationships with independent brokers and financial advisors, driving new business, an...Show more

Business Analyst /Feature Analyst (9 month contract)

Khonology (Pty) LtdJohannesburg, GP, ZA

We are looking for a a Business Analyst/ Feature Analyst to join our team for a 9 month hybrid engagement.The Business Analyst will independently support BAU and change demand within the Custody en...Show more

Private Equity Associate

Moonlight Staffing LLCJohannesburg, Gauteng, ZA
Remote
Quick Apply

The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform.This role blends private equity, small busin...Show more

Client Onboarding Engineer (MSP)

Prime System SolutionsJohannesburg, Gauteng, ZA
Remote
Quick Apply

We are seeking a detail-oriented and technically strong.Client Onboarding Engineer (MSP).The specialist will work closely with internal teams, project managers, and client stakeholders to ensure a ...Show more

Presales & Market Analyst Intern (12-month contract)

UpstreamJohannesburg, Gauteng, ZA
Quick Apply

Upstream is a global leader in mobile marketing automation and digital service innovation, enabling Mobile Network Operators (MNOs) and brands to grow revenue, improve customer engagement and succe...Show more

Client Services Consultant – FTC (6 Months)

Sanlam GroupJohannesburg, ZA

To be responsible for all client contact (e-mail, telephonic, and walk-in).The following outcomes will be expected to be achieved by the Client Services Consultant.Ensuring that the highest level o...Show more

 • Promoted

Strategic Client Growth Advisor (The Relationship Specialist)

CareersJohannesburg, South Africa
Remote
Quick Apply

At EyeCarePro, we are the leading digital marketing agency dedicated to helping eye care practices grow through innovative, data-driven strategies.We are testing a unique hypothesis: that it is eas...Show more

RAS Client Service Specialist – 12 Month Contract

Rand Merchant BankJohannesburg, ZA

This role entails providing high quality service to clients to retain and enhance the client experience, responding to queries sent via the relevant communications / messaging channels.Deliver serv...Show more

 • Promoted

Recruitment Consultant- 6 Months Contract

Vodafone Global EnterpriseJohannesburg, ZA

The Recruitment Consultant is responsible for managing the full recruitment lifecycle for call centre roles, including sourcing, interviewing, vetting, and onboarding candidates.The role ensures th...Show more

 • Promoted

Strategic Client Growth Advisor (The Relationship Specialist)

EyeCareProJohannesburg, ZA

This is a high-impact role for a strong salesperson or entrepreneur who wants to pivot into digital marketing strategy.You don't need to be a marketing expert on day one; we will provide the traini...Show more

 • Promoted

Client Manager

NTT Ltd.Johannesburg, ZA

As a Client Manager at NTT DATA, your role will center on building and nurturing relationships with our assigned accounts, ensuring client satisfaction, and driving expansion across all solution ar...Show more

 • Promoted

Client Onboarding Coordinator (US Healthcare) - EST Hours | Remote

ISTA Personnel SolutionsGauteng, ZA
Remote
Quick Apply

ISTA Personnel Solutions is a dynamic and fast-growing BPO company.We are not a recruitment agency.We partner with international US clients and integrate our staff members directly within our clien...Show more

Business Development Manager (Online Merchant)

PALMPAY LIMITEDJohannesburg, Johannesburg, ZA
Quick Apply

Job Title: Business Development Manager (Online Merchant) Location: South Africa Industry: Fintech About PalmPay: PalmPay is a leading African fintech platform dedicated to driving financial inclus...Show more

Sr. Business Development Manager

VisaJohannesburg, ZA

The Senior Manager, Product & Platforms – B2B Travel and Virtual Payments is an individual contributor role within the Product team, responsible for supporting the commercialization, market enablem...Show more

 • Promoted • New!

Recruitment Specialist - 6 months Contract

ClearSourceSa, Gauteng, ZA
Quick Apply

What You’ll Be Responsible For End-to-End Recruitment Delivery Manage full-cycle recruitment for agent and non-agent roles across multiple geographic locations, covering individual contributor thro...Show more

BPO Client Account Manager (EST Hours) - Remote

ISTA Personnel SolutionsJohannesburg, Gauteng, ZA
Remote
Quick Apply

We are not a recruitment agency - we operate as a dedicated extension of our U.We are looking for an experienced.BPO / Call Centre environment and is comfortable working with overseas campaigns, pa...Show more

Prime Broking Client Service Specialist

Rand Merchant BankJohannesburg, ZA

The purpose of the role is as follows:.An opportunity is available within RMB’s Global Markets, Prime Services division for an Equities Prime Broking Client Service Specialist, working in the Sandt...Show more

 • Promoted

Client Project Manager

NTT Ltd.Johannesburg, ZA

The Client Project Manager is a seasoned subject matter expert, responsible for leading and directing concurrent client projects classified as standard or complex.The primary responsibility of the ...Show more