Operations Associate (Private Wealth)

Recruiter:

Candidate Connect

Job Ref:

1064979317

Date posted:

Saturday, May 28, 2022

Location:

Cape Town, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

Great opportunity to join a team as an Operations Associate at a boutique, high net worth, private wealth company.

This role requires a a high level of attention to detail and people skills to maintain and cultivate strong client relationships and deliver the highest level of service. A keen interest in investments and wealth management would be ideal.

This role is based in Cape Town.

Key job functions, duties and responsibilities:

Administrative Support in relation to client meetings (preparing documents; note taking; scheduling)
Operational Support: liaising with vendors / asset managers / clients / operations team to ensure tasks are completed.
Compliance: managing & maintaining integrity of all client documentation & files.
Client Liaison: interacting with clients and handling administration of client portfolio changes.

Required skills and personal attributes:

Business degree: B.Com/B.Bus.Sci
Progress towards CFA/CFP beneficial.
1-4 years experience in Financial Services, in particular with FAIS
Commitment to client service
Highly analytical
Attention to detail
Excellent organisational & communication skills

You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.

Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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Operations Associate (Private Wealth)

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