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Wealth Management Assistant
2 weeks ago
PURPOSE OF JOB
Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.
KEY RELATIONS
Internal clients, Finance department Operations, Help desk, Administration (Both Local and Abroad)
External service providers. Pension fund Administrators, IFA's, Financial Service Providers, SARS, SARB.
QUALIFICATION
Matric with a tertiary qualification.
Preference to Investment Management, Financial planning, Accounting, Tax or CFP qualifications.
EXPERIENCE
Ideally 3-5 years' experience
COMPUTER COMPETENCY REQUIREMENTS
Tyrus - In-house system
Microsoft packages
COMPETENCIES
Aptitude for figures
Writing skills
Influencing skills
Conceptual thinking skills
Interpersonal understanding
Bilingual
Communication skills
Detail orientated
High levels of accountability and trust
Sense of urgency
KNOWLEDGE
General knowledge of financial markets
Knowledge of insurance and investment products
Fee account and performance fees
Mandates
Asset classes, hedge funds and equities
Lump sum investing/Withdrawals Rate of return and income tax (CGT)
PERSONAL CHARACTERISTICS
Client and service oriented
Affable character
Integrity
Adaptable and flexible to change
Multi
- tasking
Good people skills
Sound ethics
Sense of responsibility and ownership
KPA/ STRATEGIC BUSINESS DELIVERABLES
COMMUNICATION and CLIENT INTIMACY
Follow up on various instructions with internal and external stakeholders
Phone client to request documents and schedule meetings
Attend to client queries
Liaise with marketing regarding RSVP on respective clients
Attend client presentation, Prospecting events and interact with clients
Send quarterly report to client
Liaise with finance division in respect of recoupments and debtors' schedules
Friendly and caring to the client in all endeavours
Send gifts or cards on occasions
Assist client in signing documents in the on-boarding as well as fiduciary process
ADMINISTRATION
Prepare documentation for client & on-boarding meetings
Load and update AUM onto System
Build bespoke Financial Analysis for prospects and clients
Complete forms and liaise with clients for signing docs and request any outstanding requirements
Load clients onto the system - Gather client information and load on Tyrus
Compile Investment proposals/recommendations
Draft Asset Allocation Analysis in Excel
Submit various instructions
Track and monitor instructions:
New business transfer
adhoc top ups
withdrawals
switches
maturities
income benefit
income change
section 37 and section 14 transfers
Confirm beneficiary status of AUM
Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.
Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
Adhering to any outstanding requests from internal and external clients
CALCULATIONS
Accurate loading of values to generate cash flow
Perform calculations in terms of fund allocation
Balance portfolios
Basic tax calculations and seek tax directive
Loading and calculating of recoupment options
PRACTICE MANAGEMENT
Cashflow drafting and generation,
Ensure that Fiduciary, Wills and estate planning documents are compliant
Constantly update FICA and FAIS
Manage depleted holdings
Ensure client has correct mandate and closing letter
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