Wealth Management Administrator [South Africa]

 

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team!

Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team!

KEY AREAS OF RESPONSIBILITY

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• Clear understanding of investment and risk products - Including offshore investments and offshore investment administration.
• Gather policy information and research product information
• Compile & process of investment & risk policy applications and quotations
• New business process end to end
• Handle and solve client enquiries
• Maintain Client Relationship Management system

PERSONAL COMPETENCIES & SKILLS

• Must have a “can do” attitude, and willingness to work in a rapidly evolving environment.
• A self-starter with initiative who can drive projects to completion with minimal guidance
• Must also be able to work in a highly structured environment when required
• Must accept and manage responsibilities
• The candidate must have a keen eye for detail
• Excellent communication and interpersonal skills - an ability to work with a broad range of people.
• High levels of energy, drive, optimism and creativity
• Must always maintain COMPANY values of honesty and integrity
• Should be able to always work under pressure environment with deadlines
• Can handle multiple projects at the same time
• 3-5 years of experience within the investment / financial planning industry
• A successfully completed Regulatory Exam for Representatives (RE5)
• Fluent in English and Afrikaans
• Based in the Northern Suburbs of Cape Town - own transport is essential

Successful applicants will be contacted for interviews?

Job Type: Full-time

Salary: R15,000.00 - R20,000.00 per month

Application Question(s):

• Do you have a RE5
• How many years have you been working in the Wealth Management industry?

Education:

• Certificate (Required)

Experience:

• investment / financial planning industry: 3 years (Required)
• Offshore investment and offshore investment administration: 3 years (Required)

License/Certification:

• drivers license with a reliable vehicle. (Preferred)

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