Wealth Management Administrator

2 weeks ago

Durbanville, South Africa Featherway Recruiting Full time

JNR Wealth Management Administrator
(Investments on and Offshore)
Graduates Welcome

We are looking to expand the administrative support function by welcoming a new JNR 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 self-starter 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.
- 3-5 years of experience within the investment / financial planning industry (preferable)
- A successfully completed Regulatory Exam for Representatives (RE5) (preferable)
- 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**: R8,000.00 - R12,000.00 per month

**Education**:

- Certificate (required)

**Experience**:

- Wealth management administration: 2 years (required)
- Investment administration: 2 years (required)
- Financial planning administration: 2 years (required)

**Language**:

- English (required)

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