Client Onboarding Manager

4 days ago

Cape Town, Western Cape, South Africa Ninety One Full time
About us:

Ninety One is an independent, active global asset manager with R3,08 trillion* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at 31 December 2024

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Client Onboarding and Restructures team 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 Ninety-One when communicating with clients and external parties during the client take-on process and subsequent life cycle events. The Onboarding Manager is responsible for co-ordinating 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.

In this role you will:
  • 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 co-ordinating 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 Ninety One's internal systems and liaise with Ninety One's 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 Ninety One's 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 ongoing transition activity.
  • Conduct post-onboarding hand-over meetings with the relevant departments internally.
  • Co-ordinate the operational set up of new Ninety One Funds and support transitional activity on existing Ninety One Funds.
  • Set up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordingly.
  • Ongoing maintenance of static information within internal systems in relation to client portfolios and internal funds.
You should consider applying if you have:
  • Degree educated or equivalent with at least 3-4 years relevant industry experience in Client Onboarding / Transitions / Operational Client Relationship Management (CRM).
  • 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.
  • Investment Management Certificate (IMC) or Project Management Certificate (or progress towards IMC/Project Management Designation is an advantage).
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.
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