Specialist, Onboarding

Standard Bank Group; Johannesburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services group in Johannesburg is seeking an Onboarding Specialist responsible for managing the end-to-end onboarding process for clients. This role requires attention to detail, strong communication skills, and knowledge of regulatory requirements. Ideal candidates will have a proven track record in business support within the investment industry.

Qualifications

• 5-7 years business support experience in the investment industry.
• Comprehensive knowledge of investment products and business processes.
• Understanding of FAIS, FIAC, and regulatory requirements.

Responsibilities

• Manage end-to-end onboarding for local and offshore clients.
• Collate and complete documentation for regulatory compliance.
• Engage with stakeholders to ensure efficient onboarding.

Skills

Attention to detail

Proactive action-taking

Teamwork

Practical adaptability

Fact documentation

Data interpretation

Task management

Conflict resolution

Upholding standards

Education

Advanced Diploma in Business Commerce

First Degree in Business Commerce

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group and an innovative player on the global stage. It offers a variety of career-enhancing opportunities and the chance to work alongside some of the sector’s most talented professionals. Our clients range from individuals to businesses of all sizes, high net worth families, and large multinational corporates and institutions. We are passionate about creating growth in Africa, bringing meaningful value to our clients and communities, and creating a sense of purpose for our employees.

Job Description

The role is responsible for end-to-end onboarding for all regions (JHB, CPT, KZN), including local and offshore clients. This involves collating and completing all documentation (business and regulatory/compliance), completing all business processes (BAF, SAP profile creation and maintenance), engaging with Portfolio Managers, client service teams, and distribution channels (IFA, SBFC, WI, etc.) to ensure a smooth and timely onboarding process. The individual will provide administrative support across stakeholders, manage end-to-end relationships, and ensure the onboarding experience is streamlined and efficient.

A high level of service is required across multiple stakeholders, with the ability to coordinate administrative tasks, apply risk management and compliance methodologies, and ensure governance to regulatory requirements. The role may also involve participating in project-related initiatives deemed necessary for the business.

Qualifications

• Advanced Diploma in Business Commerce
• First Degree in Business Commerce

Knowledge of FAIS, FIAC, and other regulatory requirements is advantageous. Prior onboarding and client experience management experience is also advantageous.

Experience Required

• Business Support: 5-7 years
• Comprehensive knowledge of the investment industry and available investment products
• Full understanding of business processes across multiple teams and regulatory requirements

Additional Information

Behavioral Competencies:

• Attention to detail
• Proactive action-taking
• Teamwork
• Practical adaptability
• Fact documentation
• Data interpretation
• Task management
• Conflict resolution
• Upholding standards

Technical Competencies:

• Business administration skills
• Industry knowledge
• Risk management
• Written communication