Onboarding Specialist

Job Description

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The purpose of the role is as follows:

To organise, streamline and oversee the onboarding of New to Bank and Existing to Bank clients within the agreed service level agreements (SLA).

Are You Someone Who Can Do The Following:

Client Onboarding

• Facilitate onboarding of Direct and Administered Clients across jurisdictions.
• Manage KYC checks, trading line applications, legal agreements, and settlement instruction setups.
• Coordinate with Clients, Coverage Bankers, Legal, and Credit teams.
• Submit onboarding documentation and confirm completion.

Client Maintenance

• Support KYC refreshes and credit reviews.
• Assist with legal updates and trading line requests.
• Manage data clean-ups, name changes, and dormancy reviews.
• Handle ad hoc requests related to KYC, SSI, trading lines, and client documentation.

Stakeholder & Relationship Management

• Build and maintain professional relationships with internal and external stakeholders.
• Communicate effectively to resolve queries and manage expectations.
• Participate in meetings and ensure client needs are met.

Teamwork & Self-Management

• Take ownership of workflow and career development.
• Maintain ethical standards and a positive attitude.
• Collaborate with team members and contribute to collective goals.
• Stay informed on industry developments and regulatory changes.

Role Relationships

• Internal Teams: Traders, Credit, Legal, Compliance, Operations, KYC & SSI Teams
• External Stakeholders: Coverage Bankers, RMBMS, RMB London, Futures Clearing, RMB Prime Broking
• Client Base: Full RMB Client Portfolio

You will be an ideal candidate if you have the following:

• Minimum 3 years’ experience in Merchant Banking (KYC, Operations, Middle Office).
• Strong understanding of trading products: Commodities, Equities, FI, FX, Derivatives.
• Detail-oriented with excellent analytical and communication skills.

Core Competencies:

• Analysis and Attention to Detail – Systematic and rule-oriented in gathering, reviewing, and evaluating data. Works with precision and highlights inconsistencies in detailed information.
• Drive for Results – Self-starter who maintains high activity levels and delivers high-quality output within deadlines. Sets demanding goals and proactively drives success.
• Problem Solving – Applies effective analysis, logic, and creativity to identify and implement solutions. Cuts to the core of issues efficiently.
• Resilience and Stress Management – Remains composed under pressure and persists in pursuing goals despite obstacles and setbacks.
• Building Relationships – Builds trust-based relationships through openness and empathy. Puts people at ease and fosters mutual respect.
• Excellence / Quality Orientation – Motivated to maintain the highest standards of quality and productivity consistently.
• Communication Skills – Communicates effectively with clients and internal stakeholders via email, phone, and meetings.

You Will Have Access To:

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

07/10/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.