Wealth Assistant

4 months ago

Port Alfred, South Africa Set Consulting Full time

Wealth Assistant - Eastern Cape

Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position in the Eastern Cape (Port Alfred, Bathurst area).

Main Responsibilities

  • Provide support to Wealth Advisors for acquisition, retention and maintenance of client relationships.
  • Provide support in inter-departmental relationships.
  • Coordinate sales and administrative activities between the Product Providers.
  • Compile research, request quotes and fact sheets.
  • Manage client servicing requests.
  • Prepare meeting packs.
  • Capture policy and balance sheet preparation.
  • Update client information, investment and policy statements.
  • Submit new business applications.
  • Manage client data and keep it updated.
  • Ensure servicing requests are done timeously (for example top-up payments, transfers, withdrawals and redemptions).
  • Other key duties to be discussed at interview stage.

Qualification and Experience

  • Relevant Diploma / Certificate.
  • 3 to 7 years exp in Administration within Financial Planning, Risk and Investments.
  • Understand FAIS, FICA and general Compliance.

Should you be interested in role:

  • Please submit your CV online. You will be directed to our database, Ditto.

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