Wealth Advisor Assistant | Tygervalley

Recruiter:

The Recruitment Council

Job Ref:

Wealth Advisor Assis..

Date posted:

Monday, March 20, 2023

Location:

CapeTown, South Africa

Salary:

Monthly Salary

SUMMARY:
Wealth Advisor Assistant | Tygervalley

POSITION INFO:

This position is for graduates

The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities

Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
Arrange appointments between Wealth Adviser and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies

Minimum requirements

Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) / Risk Management (Preferably with CFP)
2– 3 Year experience in Financial services industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Strong administrative skills

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

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