Client Lifecycle Analyst

Ninety One; Wes-Kaap; On-site; ZAR 250 000 - 450 000; Full time

Job summary

A leading investment management firm in South Africa is seeking a KYC specialist to join the Client Lifecycle Management Team. You will be responsible for ensuring clients are appropriately onboarded and managing KYC due diligence processes. The ideal candidate possesses an undergraduate degree, with 2-3 years of relevant experience in financial institutions and strong communication skills. This role offers the opportunity to work in a dynamic team focused on client satisfaction and regulatory compliance.

Qualifications

• 2-3 years relevant work experience in financial institutions or consulting firms.
• Experience in client-facing roles with strong communication skills.
• Detail-oriented and comfortable in dynamic environments.

Responsibilities

• Ensure clients are properly onboarded with KYC due diligence.
• Oversee and monitor KYC refreshes and ongoing due diligence.
• Collaborate with internal and external stakeholders on compliance.

Skills

Client engagement

KYC due diligence

Regulatory compliance

Record keeping

Collaboration

Education

Undergraduate degree in law, commerce, or related field

Tools

Client lifecycle management platforms

AI tools or low-code/no-code automation tools

Job description

About Ninety One:

Ninety One is South Africa’s largest investment manager and the only one with a global presence. The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 31 December 2025).

Established in Cape Town in 1991 as part of the Investec Group, Ninety One demerged and rebranded in 2020, becoming an independent firm dual-listed in London and Johannesburg. Always an active manager, Ninety One today offers strategies across equities, fixed income, multi-asset and private markets to institutions, advisors and individual investors around the world.

About the team:

The Client Lifecycle Management (CLM) Team is a newly formed, centralised function designed to support the investment activity of both individual and institutional clients across the Ninety One global fund ranges. The team plays a pivotal role in facilitating fund investment inflows and outflows by managing key client lifecycle events, with a primary focus on executing Anti-Money Laundering (AML) and Know Your Client (KYC) due diligence throughout the full client relationship. As a dedicated centre of expertise, the CLM team ensures AML servicing is delivered with consistency, efficiency and rigour. Acting as a professional interface with clients, the team is responsible for requesting, collecting and sensibly assessing AML/KYC information to ensure full regulatory compliance.

Operating in close partnership with Compliance, Legal, Fund Operations, Client Operations and Onboarding, the CLM Team helps to ensure clients are appropriately managed and monitored across all lifecycle stages. A critical enabler of the team’s effectiveness is a specialised client lifecycle management system, which supports automation, reduces delays and strengthens oversight. This technology allows the team to deliver a seamless, professional and compliant experience for clients while ensuring regulatory compliance.

In this role you will:

• Ensure clients are appropriately onboarded by completing initial KYC due diligence on individual and institutional clients, including engaging with clients to understand corporate structures and obtain required documentation
• Oversee KYC refreshes, ongoing due diligence (ODD) and politically exposed person (PEP) approval processes
• Monitor progress of onboarding and due diligence processes involving third parties and internal stakeholders
• Serve as the primary point of contact for KYC-related queries and communication
• Manage query resolution from clients, third parties and internal teams like Client Group and Client Operations
• Collaborate with key internal and external stakeholders, including Legal, Compliance, Onboarding, Fund Operations and transfer agents, to ensure timely, policy compliant completion of KYC requirements
• Monitor risks, trends and issues to ensure effective controls are in place, proactively escalating high-risk cases or anomalies and adapting processes to support continuous improvement
• Maintain accurate records to support audit and reporting requirements
• Source, aggregate and present reportable information in formats required by fund committees, boards, investors and management
• Stay informed on evolving KYC, AML and regulatory requirements and ensure team compliance with these standards
• Operate effectively within specialised CLM platforms and work with technology teams to streamline workflows, reduce manual interventions and enhance automation, monitoring and regulatory readiness
• Develop and maintain strong working relationships across all relevant internal functions and external service providers

You should consider applying if you have:

• An undergraduate degree in law, commerce, or a related field
• 2-3 years relevant work experience at a financial institution, bank, asset manager, development finance institution or professional services, law, accounting or consulting firm
• Experience in client-facing roles, with the ability to manage challenging or sensitive conversations professionally
• Familiarity with client lifecycle management (CLM) platforms, as well as AI tools or low-code/no-code automation tools

Some of the attributes we look for in a person:

• A client focused and collaborative mindset
• Intellectual curiosity and a willingness to ask thoughtful questions
• The ability to ‘approach and own’ and continuously identify opportunities to develop processes and controls
• Results-oriented and motivated by achieving meaningful outcomes
• Strong verbal and written communication skills
• Detail orientated, well organised and comfortable working in a challenging, dynamic environment