SENIOR WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

0825A EW ASSIS

Date posted:

Tuesday, May 6, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Provide the required and relevant professional assistance to the Wealth Manager or Advisor.

POSITION INFO:

Your:

Formal Education:
- Matric
- NQF 5 & 6 would be advantageous (In Wealth Management)
Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)

will enable you to:

Processing new business for new and existing clients:

Ensure all documentation and information is prepared in accordance to company policies
Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
Handling of retirement claims, mainly focusing on Public sector funds.
Section 14 & Section 37 transfers
Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
Facilitate the Transfer from Living Annuity to Life Annuity process

Servicing of existing clients:

Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor
Make payments on behalf of clients through the Investec corporate saver account
Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor

General Administration:

Ensure that client documentation is in compliance with FICA & FAIS legislation
Recording of client interaction and updating of client records upon completion of interaction
Maintain client record and database according to company policies
Attend to Death Claim processes and documentation
Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
Assistance with Wealth Special Projects on ad-hoc basis
Actively building relationships with clients via telephone, in person and via email.
Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

Similar jobs you might be interested in:

SENIOR WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Provide the required and relevant professional assistance to the wealth Manager or Advisor.
Today

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
2 days ago

CA / Accountant
Location: Cape Town
Salary: 60000 Monthly
Our client, a wealth Management organisation based in Southern Suburbs CT, is seeking an Accountant/Financial Reporting Specialist to join their team.The successful candidate will work closely with senior leadership, including directors, and collaborate with team members to enhance efficiency, reporting accuracy, and strategic insight.
19 days ago

Senior Legal Specialist
Location: Cape Town
Salary: Market related
My client, a reputable financial services provider, is seeking an experienced senior Legal Specialis
26 days ago

Administrative Assistant
Location: Newlands
Salary: R25 000
Are you a highly organised and detail-oriented professional with experience in the financial services industry? Our client is looking for an Administrative assistant to join their wealth management team, providing essential support to financial planners and assisting clients with administrative and investment processes.
28 days ago

Wealth Management Assistant
Location: Claremont, Western Cape
Salary: Negotiable
Our client a wealth Management company is looking for a wealth Management assistant provides administrative support to a wealth Manager in all aspects of their portfolio.
54 days ago

Wealth Management Associate
Location: Claremont, Western Cape
Salary: R420 000 Per Month
Join a Leading wealth Management Team as a wealth Management Associate – Elevate Client Experiences and Drive Success!
57 days ago

Executive Personal Assistant
Location: Capetown
Salary: Negotiable
Our client in the financial services industry / insurance industry seeks an Executive assistant / Personal assistant to CEO. Must come from the financial services / industry/investment/wealth management/asset management industry
74 days ago

Financial Advisor Assistant
Location: Stellenbosch
Salary:
80 days ago

SENIOR WEALTH ASSISTANT

Similar jobs you might be interested in:

Jobseekers

Recruiter

General