Date | 2025-01-18 |
---|---|
Job Title | Investment Client Onboarding Manager |
Employer | Rory Mackie & Associates More Information |
Salary | 0 |
Category | Management |
Location |
Western Cape / Cape Town |
Job Summary
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent life cycle events.
The Onboarding Manager is responsible for coordinating all aspects of institutional client transitions and proactively liaising with all parties both externally and internally to ensure a smooth and efficient onboarding and/ or restructure process.
Responsibilities:
- Co-ordinate the take-on process for institutional segregated and pooled fund investors by liaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams and Client Group. This involves coordinating meetings, documenting progress, managing timelines and identifying potential issues related to cash funding and/or in-specie transfers
- Liaise with clients to ensure requirements are understood and subsequently met, that the client remains fully informed and expectations are managed alongside funding and/ or transition timelines
- Ensure requirements and processes of external parties such as custodians, transition managers, clearing brokers, administrators, accountants and trading counterparties are considered as part of the onboarding and restructure process
- Establish servicing and operating processes with the clients appointed third-party representatives
- Set-up client portfolios and other records on the internal systems and liaise with the appointed Investment Administrator to arrange for the set-up of client portfolios and ensure the necessary linkages are established from an operational perspective
- Work alongside the Compliance department to ensure that all regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clients
- Be responsible for sending regular, clear, and detailed updates to the business with regards to the status of new and on-going transition activity
- Conduct post-on boarding hand-over meetings with the relevant departments internally
- Co-ordinate the operational set up of new funds and support transitional activity on existing funds
- Set-up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordingly
- On-going maintenance of static information within internal systems in relation to client portfolios and internal funds
Requirements:
- Related Degree educated or equivalent
- Investment Management Certificate (IMC) or Project Management Certificate (or progress towards IMC/Project Management Designation is an advantage)
- At least 3-4 years relevant industry experience
- Client On-boarding / Asset Transfers/ Transitions / Operational Client Relationship Management (CRM) experience essential
- A solid understanding of the various aspects of client transitions, including operational processes, legal and regulatory risks, AML regulations, market risk, pooled vehicles and external transition managers
- Understanding of Global Market Opening Process advantageous (but not essential)
- The ability to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- The ability to approach and own and continuously look for opportunities to develop
- A strong belief in doing the right thing
- A client focused and collaborative approach
Investment Client Onboarding Manager position available in Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2025-01-18 at 13:01:42 in the Management category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Cape Town City Centre: Investment Client Onboarding Manager
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts a
View Job
Investment Client Onboarding Manager
Cape Town: Investment Client Onboarding Manager posted by Rory Mackie & Associates
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts a
View Job
Investment Client Onboarding Manager
Cape Town: Pipeline – Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth posted by Isilumko Staffing
One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years` experience with
View Job
Pipeline – Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth
Cape Town: Client Service Consultant – Retail Investments posted by Rory Mackie & Associates
The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The te
View Job
Client Service Consultant – Retail Investments
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here