Wealth Adviser Assistant Irene, Gauteng

1 month ago


Irene, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant | Irene, Gauteng

**Category**:

Administration and Operations

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

18 Sep 2024

**Reference Number**:

POS09040

**Closing date**:

25-Sep-2024

**Position Type**:

Permanent

**Location**:

R21 EB and Wealth: Irene

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | IRENE, GAUTENG | PERMANENT**

PSG's 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**:
**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies

**Minimum Requirements**:

- Matric/Grade 12
- 3 years of relevant work experience in the Financial Services industry
- RE5 qualification will be a requirement
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies**:

- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven

**How to apply**:



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