Wealth Management Associate

SUMMARY:
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.

They are seeking a Wealth Management Associate who will play a pivotal role in supporting the Wealth Managers by providing strategic, operational, and administrative assistance.

POSITION INFO:
Key Responsibilities:

• Act as a strategic partner to Wealth Managers, supporting them in managing client portfolios and enhancing the client experience.
• Handle administrative tasks efficiently, ensuring deadlines are met.
• Assist with the preparation and management of documentation related to financial planning and client investment strategies.
• Proactively communicate with clients.
• Provide operational support to streamline processes and improve service delivery for both the Wealth Manager and clients.
• Manage and organize large volumes of information, ensuring it is accurately processed and stored.

• Proficiency in Microsoft Office Suite.
• Familiarity with XPlan software is advantageous.
• Excellent organizational skills.
• Exceptional attention to detail and accuracy.
• BCom or equivalent financial degree from a reputable tertiary institution.
• 3-5 years experience in a financial planning environment, assisting Wealth Managers.
• Certified Financial Planner (CFP) designation (advantageous).
• RE5 qualification (advantageous).
• Strong knowledge and understanding of the financial planning environment, including FAIS (with Category II being advantageous) and FICA compliance.
• Strong numerical aptitude and analytical skills.
• Punctual with a strong sense of responsibility and reliability.
• A collaborative team player with excellent interpersonal skills.
• Fluent in English (both verbal and written), with the confidence to communicate effectively with clients over the phone.
• Proactive and capable of taking initiative in various situations.
• A keen interest in Fintech systems and a quick learner.