Client Onboarding Manager – Investment Management

Rory Mackie & Associates; Cape Town; Sur place; ZAR 700 000 - 1 000 000; Plein temps

Résumé du poste

Rory Mackie & Associates seeks a Client Onboarding Manager in Cape Town to coordinate institutional take-on processes, work with Legal, Compliance and Investment Operations, and ensure smooth transitions across funds and accounts.

You will liaise with clients, custodians, and transition managers, manage timelines, and support automation initiatives using data tools. A degree and 3–4 years in client onboarding are preferred, with AML and regulatory awareness advantageous.

Qualifications

• Degree educated or equivalent.
• 3–4 years in client onboarding/transitions or CRM.
• CRM experience essential.
• Solid understanding of client transitions, AML, market risk, pooled vehicles, and external transition managers.

Responsabilités

• Coordinate take-on for institutional investors across internal teams and external parties.
• Liaise with clients to ensure requirements are understood and timelines are managed.
• Ensure regulatory AML obligations are met in onboarding.
• Set up client portfolios and liaise with Investment Administrator for linkages.

Connaissances

Client onboarding

Relationship management

Attention to detail

Proactive mindset

Regulatory awareness

Formation

Degree educated or equivalent

Outils

Power BI

Excel

Automation tools

Description du poste

Client Onboarding Manager -- Investment Management

Location: Cape Town

About our Client Onboarding 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 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 on

boarding and/ or restructure process.

As a Client Onboarding Manager, 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 their internal systems and liaise with our clients 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 regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clients

• Responsible for sending regular, clear and detailed updates to the business with regards to the status of new and on-going transition activity

• Conduct post-on boarding hand-over meetings with the relevant departments internally

• Co-ordinate the operational set up of new Funds and support transitional activity on existing Funds

• Set-up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordingly

• On-going maintenance of static information within internal systems in relation to client portfolios and internal funds

• Work across multiple internal systems and data sources with the ability to learn new platforms quickly and maintain high data accuracy across them

• Have comfort documenting processes clearly enough that they could be automated or handed over to a digital/AI assistant, and a willingness to test and adopt new tools as the team's technology evolves

• Spot repetitive, manual or error-prone steps in the onboarding process and help build automated or digitally assisted alternatives.

You should consider applying if you have:

• Degree educated or equivalent

• At least 3 - 4 years relevant industry experience

• Client On-boarding / Transitions / Operational Client Relationship Management (CRM) experience essential.

• 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)

• A willingness to develop skills in automation and data/AI enabled tools, supporting the team's move towards more efficient, agentic ways of working

• Experience with reporting/data tools (e.g. advanced Excel, Power BI, or similar) and exposure tolow-code/scripting or workflow-automation tools 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