Investor and Client Onboarding Specialist (12 Month Contract)

Recruiter:

Rory Mackie & Associates

Job Ref:

2069066800

Date posted:

Wednesday, May 27, 2026

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Overview:

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. The ideal candidate will be experienced in investor onboarding, and KYC within Fund Administration.

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

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