WEALTH MANAGER ASSISTANT

 

Recruiter:

Montana Resourcing

Job Ref:

WMA

Date posted:

Tuesday, July 20, 2021

Location:

CapeTown, South Africa

Salary:

R20,001 - R30,000 pm


SUMMARY:
Administrative support to Wealth Manager

POSITION INFO:

  1. Administrative support to Wealth Manager

  2.  Financial needs analysis

  3.  Client reviews and service calls

  4.  Deal processing with institutions
  5.  Coordination with in-house specialists
  6.  Xplan and Commpay
  7.  Preparing investment overviews
  8. Professional Liaison with clients and relevant institutions

  9.  Professional use of communication tools with clients and institutions

  10.  Knowledge of requirements of industry products

  11.  Correspondence with clients and institutions - professional

  12. Legislative Compliance (FICA and FAIS)

  13.  Ensure 100% compliance with FICA and FAIS

  14.  Keep up to date with industry standards and legislation

  15.  Ensure accurate advice record

Desired Skills:

  • XPlan
  • FICA
  • FAIS
  • Compliance
  • financial planning

Desired Work Experience:

  • 2 to 5 years

Desired Qualification Level:

  • Degree

Employer & Job Benefits:

  • Total cost to company


 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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