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Johannesburg: Investor and Client Onboarding Specialist posted by Rory Mackie & Associates

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Job Description

About the Role

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.

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

No formal education or certifications mentioned.

Salary & Benefits

Salary: [no salary mentioned]

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Finance/Accounting Management Jobs in Gauteng

In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.

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Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.

Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.

Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.

Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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