Business Segment: Insurance & Asset Management
Location: ZA, GP, Johannesburg, 30 Baker Street
Job Type: Full-time
Job Ref ID: 80441813A-0002
Date Posted: 6/5/2025
Job Description
Responsible for end-to-end onboarding for all regions (JHB,CPT,KZN), both local and offshore clients, including the collation and completion of all documentation (business and regulatory / compliance), completion of all business processes (BAF, SAP profile creation and maintenance), engagement with Portfolio managers and client service teams and any distribution channel (IFA, SBFC, WI, etc.) to ensure the onboarding process is as smooth and timeous as possible. The role includes, but not limited to, providing a level of administrative support across the various stakeholders (client, PM, MD on-boarding team), being the central point of contact to manage the end - to end relationship and ensuring that the onboarding experience is as streamlined and efficient as possible.
A high level of service across multiple stakeholders is required with the ability to coordinate multiple administrative tasks, applying risk management and compliance methodologies, and ensuring governance to regulatory requirements.
In addition, the individual will be required in many instances to be involved in project related initiatives deemed necessary for business.
Qualifications
Type of Qualification: Advanced Diploma
Field of Study: Business Commerce
Type of Qualification: First Degree
Field of Study: Business Commerce
Knowledge of FAIS, FIAC and other regulatory requirements an advantage
Prior on-boarding and client experience management an advantage
Experience Required
Business Support
5-7 Years
A comprehensive and intensive knowledge of the investment industry and the different investment products available to clients.
Full knowledge of business process across the multiple teams and requirements in respect of the regulator.
3-4 Wealth Management
Additional Information
Behavioural Competencies:
Checking detail
Taking Action
Team working
Adapting practical approach
Documenting facts
Interpreting Data
Managing Tasks
Resolving Conflict
Upholding Standards
Technical Competencies:
Business Administration Skills
Industry Knowledge
Risk Management
Written Communication
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
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