Wealth Management Assistant

2 weeks ago


Pretoria, Gauteng, South Africa Aquarius Recruitment Full time
Our client is a major Wealth Management Company in South Africa, they are now looking for a skilled and experienced wealth managers assistant to be based in Pretoria

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.

Generate quarterly reports on every client

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
  • Wealth Assistant

    1 week ago


    Pretoria, Gauteng, South Africa RPO Recruitment Full time

    RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...


  • Pretoria, Gauteng, South Africa PSG Wealth Distribution Full time

    Responsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...

  • Wealth Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa CA Financial Appointments Full time

    Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members.Responsibilities: Introduce new clients to our business, focussing on higher equity clients Evaluate clients...

  • Wealth Manager

    1 week ago


    Pretoria, Gauteng, South Africa Momentum Consult Full time

    Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...


  • Pretoria, Gauteng, South Africa PSG Konsult Full time

    Job description:Responsibilities: Gather client policy and investment information Compile logical summaries of information Research product information Assist with preparation of client proposals Load new/existing business policies Handle and solve client enquiries Diary management for new and existing business cases Diary management for wealth adviser ...

  • Wealth Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa Express Pros Fourways Full time

    The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills.Ability to commute/relocate: Pretoria, Gauteng:...


  • Pretoria, Gauteng, South Africa PSG Wealth Distribution Full time

    PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...

  • Wealth Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa She Recruits Full time

    RE5 is requiredBCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.Skills and experience required:At least 2-3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

  • Wealth Manager

    1 week ago


    Pretoria, Gauteng, South Africa She Recruits Full time

    BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE5 is required.Skills and experience required:At least 2-3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...


  • Pretoria, Gauteng, South Africa RPO Recruitment Full time

    Responsibilities: Manage and grow a portfolio of highnetworth clients Understand clients' financial goals and develop personalized wealth management strategies Provide investment advice and recommendations Conduct thorough financial analysis and market research Monitor and review client portfolios to ensure alignment with investment objectives and risk...

  • Wealth Manager

    1 week ago


    Pretoria, Gauteng, South Africa She Recruits Full time

    Qualifications required:Minimum BCom degree in a finance related fieldRE5 and Class of Business for investments completedSupervision complete (non negotiable)Skills and experience required:Confident and extremely well presented as this is a client facing roleAt least 2 years' experience as a Client Wealth Manager, Financial Advisor or PlannerExperience in...

  • Wealth Manager

    1 week ago


    Pretoria, Gauteng, South Africa She Recruits Full time

    Minimum BCom degree in a finance related fieldRE5 and Class of Business for investments completedSupervision completedSkills and experience required:Confident and extremely well presented as this is a client facing roleAt least 2 years' experience as a Client Wealth Manager, Financial Advisor or PlannerExperience in investment advisory /asset management and...

  • Wealth Manager

    1 week ago


    Pretoria, Gauteng, South Africa Your HR Outsourced Full time

    Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:1. Product KnowledgeFull understanding of Investment Products: Living unities annuities Life annuities Retirement annuities Preservation funds...


  • Pretoria, Gauteng, South Africa Efficient Frontier Recruitment Full time

    These jobs were popular with other job seekers Non EE/AA Easy apply Introduction A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep...


  • Pretoria, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank...


  • Pretoria, Gauteng, South Africa The Recruitment Council Full time

    Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...


  • Pretoria, Gauteng, South Africa GCI Wealth Full time

    A Financial Service Provider Gauteng is currently looking for experienced and qualified Client Services Specialists for one of their Branches in Pretoria. The person will assist with the presales administration process, the product implementation administration process, and the post administration process and will report into the Client Services Hub.This...

  • Wealth Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Description To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments. Hey there, Future Wealth Manager! Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect...


  • Pretoria, Gauteng, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Rental Agent Assistant to join their team in Pretoria.To qualify for this position, you need:Matric At least 2 years of experience in administration Great administrative skills Excellent communication skills and telephone etiquetteDuties and Responsibilities: Manage...


  • Pretoria, Gauteng, South Africa Nedbank Full time

    Job Classification Job Requisition Closing Date 01 September 202 Location Johannesburg Cluster Nedbank Wealth Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected ...