Wealth Management Administrator

2 weeks ago


Durbanville, Western Cape, South Africa Featherway Recruiting Full time
We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team

Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team

KEY AREAS OF RESPONSIBILITY

  • Clear understanding of investment and risk products
  • Including offshore investments and offshore investment administration.
  • Gather policy information and research product information
  • New business process end to end
  • Handle and solve client enquiries
  • Maintain Client Relationship Management system
PERSONAL COMPETENCIES & SKILLS

  • Must have a "can do" attitude, and willingness to work in a rapidly evolving environment.
  • A selfstarter with initiative who can drive projects to completion with mínimal guidance
  • Must also be able to work in a highly structured environment when required
  • Must accept and manage responsibilities
  • Excellent communication and interpersonal skills an ability to work with a broad range of people.
  • High levels of energy, drive, optimism and creativity
  • Must always maintain COMPANY values of honesty and integrity
  • Should be able to always work under pressure environment with deadlines
  • Can handle multiple projects at the same time
  • 15 years of experience within the investment / financial planning industry
  • A successfully completed Regulatory Exam for Representatives (RE5)
  • Fluent in English and Afrikaans
  • Based in the Northern Suburbs of Cape Town own transport is essential
Successful applicants will be contacted for interviews?

Salary:
R8, R12,000.00 per month

Application Question(s):

  • Do you have a RE
  • How many years have you been working in the Wealth Management industry?

Education:

  • Certificate (required)

Experience:

- investment / financial planning industry: 3 years (required)

  • Offshore investment and offshore investment administration: 3 years (required)

License/Certification:
- drivers license with a reliable vehicle. (preferred)

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