SUMMARY:
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POSITION INFO:
Overview of our client’s business:
Established in 2019, out client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages R30bn of predominantly institutional client money.
Our client is seeking an individual to join a high performing team environment in providing a highly professional service to our clients. The role includes the processing of investor transactions, regulatory reporting, investor reporting, conducting Know Your Client (“KYC”), Anti-Money Laundering checks, and liaising with investors on ad hoc investor queries and investor due diligence.
Strong analytical skills and an eye for detail are required, as well as the discipline to work independently, meticulously and under pressure. A key requirement is a strong client service ethic. The candidate should be comfortable communicating via email, telephone and video conference and be fluent and have an eloquent command of the English language.
Key Duties and Responsibilities:
- Ensuring a positive and professional client service experience
- Providing exceptional client service across carious channels such as phone, email, online, and in-person
- Providing clients with technical assistance on our clients investment products
- Ensuring urgent matters are escalated for prompt resolution
- Proactively following up and assisting clients in obtaining outstanding information
- Where applicable, assisting clients with the completion of forms and obtaining any other relevant information
- Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations
- Validating KYC documentation
- Follow up on onboarding progress with administrators
Qualifications and Experience:
- Bachelor’s degree required
- At least 5 years’ experience in a client facing role in a financial services environment
- Ability to manage multiple projects and priorities in a fast-paced setting
- 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
- Solution-oriented mindset with a focus on continuous improvement
