Wealth Adviser Assistant Umhlanga, Kwazulu Natal

3 weeks ago


Umhlanga, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant | Umhlanga, Kwazulu Natal

**Category**:

Advisers

**Job Level**:

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

**Posted by**:

PSG Financial Services

**Posted on**:

10 Nov 2023

**Reference Number**:

POS37365

**Closing date**:

24 Nov 2023

**Position Type**:

Permanent

**Location**:

Umhlanga Portfolio M

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | UMHLANGA, KWAZULU NATAL | PERMANENT**

PSGs 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**:

- Front Office Management
- Answering/redirecting all incoming calls, taking messages, attending to client queries
- Gather Policy information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser/s
- 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
- Ensure FAIS Compliance

**Minimum requirements**:

- Completed Bachelor of Commerce degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)
- Minimum 1-3 Year experience in the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) - Highly competent in Excel and PowerPoint
- Strong technical and administrative skills

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player

**How to apply**:



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