Candidate with a tertiary qualification (Finance/Accounts) and experience in the Financial Services Industry, preferably in the offshore unit trust environment, required to join this Private Investment Giant.

This is a one year fixed term contract.

Minimum requirements:

  • Tertiary qualification required (Finance/Accounts)
  • Basic understanding of the Private Client business and the stockbroking environment required
  • Previous experience in the Financial Services Industry essential
  • Experience in offshore unit trust subscription, redemptions and switches advantageous
  • Knowledge of FICA & AML requirements


  • Offshore client on-boarding
    • Manage workflow in paper trail application
    • Confirm completeness of client agreement
    • Ensure account is compliant to UK Anti-Money Laundering regulations and process requirements
    • Ensure client risk rating is accurate
    • Open client and relevant portfolio’s
    • Open client investment accounts at relevant investment parties
    • Link client external reference numbers
    • Ensure maintenance of client static data
    • Monitor static data exception reports
    • Monitor import rejections
    • Client and branch queries
    • Adhere to SLA’s
    • Monthly reporting on volumes, approved and disapproved level
  • Offshore Vendor or Broker Accounts
    • Open new accounts with 3rd party vendors
    • Maintenance of required on-boarding company documentation
    • Maintenance of required FICA for authorised parties
    • Completion of required application, FACTA & AML documentation
  • Assist team with ad hoc administrative tasks
    • Daily pricing of manual instruments
    • Monitor prices received
    • Prepare daily report packs
    • Update transactions

If you are a SA citizen & your CV meets the above criteria, please send your CV to

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.