Job Description

Job Overview

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







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 TransactionFraudOpsSA@standardbank.co.za