Wealth Administrator

2 weeks ago

Northern Suburbs, South Africa CA Financial Appointments Full time

**Responsibilities**:

- Gather policy information
- Research product information
- Prepare and implement financial planning & investment proposals
- Handle and solve client enquiries
- Maintain Client Relationship Management system

**Requirements**:

- RE5 Regulatory Exam (advantageous)
- Clear understanding of investment and risk products
- Sound knowledge of Microsoft Word, Excel, and Outlook
- Can handle multiple projects at the same time
- 3-5 years of investment / financial planning environment experience is required

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