Senior Wealth Advisor Assistant | Cape Town

Job description:
The successful candidate will be responsible for administration, liaison with product suppliers, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
 
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
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
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies
Maintain good relationships with product suppliers
Ensure effective administrative processes between the Wealth Adviser’s office and the offices of the product suppliers.
Attend training offered by the suppliers, where relevant.
 
Minimum requirements:
Relevant 3-year degree
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Passion for the financial services industry
 
Competencies required:
Customer Service
Communication skills (verbal & written)
Problem solving
Attention to detail
Team player