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Wealth Management Associate

1 week ago


Cape Town, Western Cape, South Africa The Talent Experts Full time
Key Responsibilities

This role requires you to manage E-Banking users, handle client queries, and reconcile investment positions. You will collaborate with financial institutions globally, maintaining accuracy and upholding deadlines with precision. Your attention to detail and strong organizational skills will ensure the smooth execution of banking and investment transactions.

About Our Client
The Talent Experts is a leading wealth management firm based in Cape Town CBD. We specialize in providing wealth management and advisory services to high-net-worth individuals and families. Our global presence and reputation for excellence enable us to deliver tailored solutions that meet our clients' diverse needs. Our company culture values integrity, professionalism, and client-centricity.

Qualifications
To succeed in this role, you need to have a completed degree in Investments, coupled with at least one year of working experience in the investment industry. You need to have gained experience working with KYC, FATCA, CRS as well as corporate actions. Strong organizational, interpersonal, and communication skills are a must, along with the ability to handle confidential information with discretion.

What We Offer
We offer a competitive salary, flexible work arrangements, and a comprehensive benefits package. Opportunities for professional development and career advancement are also available.