Client Onboarding Manager (CIMA Articles)

by studio@brandesign.co.za | February 22, 2023

Wauko (Pty) Ltd, a dynamic financial services company in Stellenbosch, offers an exciting opportunity for the candidate who is energetic, dynamic and self-motivated and able to communicate well in both Afrikaans and English, as well as using their own initiative when working together in a team.

Appointment requires an appropriate tertiary qualification (BComm Management Accounting, Honours will be advantageous), minimum of three years financial industry experience. Strong verbal and written communication skills, numeracy skills and the ability to analyse data. Advanced technological and data analysis skills (SageOne / Pastel / Xero / MS Business Central / Advanced Excel and other MS Office Products) will count in the applicant’s favour.

Wauko (Pty) Ltd, is accredited as a CIMA quality training provider. This position will be a great opportunity for applicants to complete their CIMA internship.

key skills and experience:

  • Assisting the head of onboarding by delivering on key activities and structural development within the onboarding department;
  • Collecting, maintenance and reconciliation of financial data;
  • Liaison with clients and delegation of tasks to financial management, treasury and compliance department;
  • Client business analysis, including financial policies and procedures implementation
  • Calculating client budget and pricing;
  • Presenting client onboarding meetings and training of key client individuals.

other requirements:

  • Proven strategic and financial analytical skills and the ability to propose effective client solutions;
  • Excellent communication skills, as well as excellent time management and organisational skills;
  • Pro-active team participation and identification of opportunities and risks;
  • Ability to administer and execute instructions, with minimal supervision;
  • Ability to work within tight deadlines in a high-pressure environment;
  • Be honest and trustworthy, motivated and driven.
  • Team management skills and leadership experience within the financial industry.

Date of employment: Negotiable
Only shortlisted candidates will be contacted for an interview.

In return, we offer a competitive remuneration package. CV requirements are as follows: * CV (maximum 4 pages – cover letter included) submitted to careers@wauko.com.

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