Job Description
About the Role
The Client is seeking a highly skilled Investor & Client Onboarding Specialist to join their team on a 12-month contract basis in Cape Town City Centre. The ideal candidate will be experienced in investor onboarding and KYC within Fund Administration, with a strong understanding of regulatory requirements.
Key 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
Qualifications
- None specified
Salary & Benefits
- Salary details not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Cape Town Region
In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.
Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.
Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.
The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.
For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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