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
- 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
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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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