Onboarding Specialist Uhnw Investments

Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance (“TA”)...

Unlock Your Potential as an Investments Specialist! Are you a financial wizard with a passion for empowering clients and maximizing their investments? We have an incredible opportunity for you! Join a leading financial services firm as an Investments Specialist and take your career to new heights. As an Investments Specialist, you will be at the forefront...

**Job Information** - Location- Johannesburg- Job Type- Permanent- Education- CFA- Experience- 3 or more years- Reference- IS22072021SW- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Our client, a banking firm, is looking for a new Investment Specialist to join their team. This position is targeted towards those interested in funds, products, and...

As a Client Support and Onboarding Specialist, you will be the first point of contact for new clients and play a critical role in their journey with our company. Your primary focus will be to provide exceptional support and guidance during the onboarding process, ensuring a smooth and efficient experience for our clients. Additionally, you will handle...

Description Old Mutual Wealth Private Clients has an exciting opportunity for an aspiring investment administrator. This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of investment administrative queries/issues. The incumbent is individually accountable for...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements. Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements. Managing and updating investor reporting systems. Accounting for...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...

Lead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...

**Job Advert Summary**: **Minimum Requirements**: Ideal experience: - At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business - Discretionary Fund Manager’s and/or multi management experience would be advantageous Ideal qualifications: - Bachelor’s...

**JOB TITLE** Social Investment Specialist **REPORTING LINE** Head of Social Impact **PRINCIPAL OBJECTIVE OF POSITION** To drive social investment strategy, manage strategic programmes and mentor social investment analysts to achieve the highest standard of social investment possible. **KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS** **Key...

**Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and onboarding Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...

5 Years experience working in a client onboarding function specifically authorising the account openings• Extensive knowledge of UK customer and enhanced due diligence, sanctions, PEP, and Adverse media screening• Knowledge of Money Laundering Regulations, 5th MLD, UK MLR 2017, JMSLG and Market AbuseRegulation (MAR)• Understanding the implications of...

5 Years experience working in a client onboarding function specifically authorising the account openings• Extensive knowledge of UK customer and enhanced due diligence, sanctions, PEP, and Adverse media screening• Knowledge of Money Laundering Regulations, 5th MLD, UK MLR 2017, JMSLG and Market AbuseRegulation (MAR)• Understanding the implications of...

5 Years experience working in a client onboarding function specifically authorising the account openings• Extensive knowledge of UK customer and enhanced due diligence, sanctions, PEP, and Adverse media screening• Knowledge of Money Laundering Regulations, 5th MLD, UK MLR 2017, JMSLG and Market AbuseRegulation (MAR)• Understanding the implications of...

5 Years experience working in a client onboarding function specifically authorising the account openings• Extensive knowledge of UK customer and enhanced due diligence, sanctions, PEP, and Adverse media screening• Knowledge of Money Laundering Regulations, 5th MLD, UK MLR 2017, JMSLG and Market AbuseRegulation (MAR)• Understanding the implications of...

Description This role is responsible for managing a portfolio of existing clients with a view to retaining and growing the business and is individually accountable for achieving results through own efforts, over periods of 3 months to a year. Manages a portfolio of existing large Corporate clients Responsible for retention of assets for existing...

Job Description To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA) - Collaborate closely with relevant business units and RMB product houses as per strategy to identify revenue opportunities - Drive opportunities for revenue growth and cost reduction such as...

The individual is required to leverage the company network to do new business development and identify opportunities to refer business to other service lines across the Group. The role reports to the Head of Investment Client Management in SA. This role requires strong working relationships with the Investment Management team in Cape Town, Stellenbosch,...

The candidate will be responsible for managing the global - and local multi-asset investment portfolios of high net worth clients. This requires an in-depth technical knowledge of onshore, and offshore financial markets and products and multi-asset classes. The individual is required to leverage the company network to do new business development  and...