Wealth Adviser Assistant

1 week ago

Hyde Park, South Africa PSG Konsult Full time

**Job description**:
**Responsibilities**:

- Administration of all new business
- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management
- Arrange appointments between Wealth Adviser and Clients
- Prepare & implement investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements and Personal Financial Reports
- Build and maintain good working relationships
- Record details of transactions using the myPractice Notes module
- Maintain Service Level agreement deadlines
- Ensure FICA & FAIS Compliance

**Minimum requirements**:

- Matric
- RE 5 (advantageous)
- 3 - 5 years wealth experience (Financial advisers)
- Strong administrative skills
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

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

**Education**:

- High School (matric) (required)

**Experience**:

- wealth management: 3 years (required)

Ability to Commute:

- Hyde Park, Gauteng (required)

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