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Are you a highly organized and detail-oriented professional with a passion for compliance and client relations? Our client is seeking a Compliance and Client Onboarding Officer to join their team in Cape Town. You'll play a crucial role in onboarding new business partners and ensuring a smooth, compliant transition from start to finish. This is an exciting opportunity for someone who thrives on a dynamic, growth-oriented environment and enjoys travel and in-person meetings. Responsibilities:

• Facilitate the end-to-end onboarding of new business partners, collecting and verifying necessary documentation and data.
• Ensure all onboarding processes adhere to internal and regulatory standards.
• Travel domestically to meet with new partners face-to-face to get all the required information.
• Communicate with external parties to expedite service provider applications.
• Compile and deliver presentations, and conduct follow-up meetings with partners to discuss the status of their ongoing investment business.
• Maintain the accuracy and integrity of partner data within company systems and create reports based on financial figures.

Qualifications and Experience:

• A Bachelor's degree in commerce.
• Previous experience in financial services, wealth management, or a similar industry, with administrative responsibilities.
• Strong communication skills in both English and Afrikaans.
• Be extremely comfortable using Microsoft Excel and the full Microsoft Office suite.
• High emotional intelligence and the ability to socialize and engage with a broad range of personalities.
• Working knowledge of a range of financial products, such as retirement annuities and discretionary investments.