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Wealth Management Associate


Job Title: Wealth Management Associate
Description
Claremont, Cape Town Salary: Market Related Job Description The Wealth Management Associate provides administrative support to a Wealth Manager in all aspects of their portfolio. The job incumbent will be the co-ordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists. This position forms part of the team of Wealth Management Associates to ensure continuous growth and development. Duties and Responsibilities: Administrative support to Wealth Manager Financial needs analysis Client reviews and service calls Deal processing with institutions Co-ordination with in-house specialists XPlan and Commpay Preparing investment overviews Professional Liaison with clients and relevant institutions Professional use of communication tools with clients and institutions Knowledge of requirements of industry products Correspondence with clients and institutions – professional Legislative Compliance (FICA and FAIS) Ensure 100% compliance with FICA and FAIS Keep up to date with industry standards and legislation Ensure accurate advice records Qualifications, skills and requirements: Matric Commerce of Financial degree from a reputable tertiary institution CFP is advantageous CFP or studying towards a postgraduate diploma in Financial planning would be advantageous Experience in and solid knowledge and understanding of FICA, FAIS and financial needs analysis 1 – 3 years working experience in financial planning Excellent MS Office skills XPlan or other industry related packages Keen interest in fintech systems Planning, organising and high attention to detail Highly numerate Ability to work very well in a team Fluent in English (verbal and written) Ability to take own initiative If you have not received any feedback within 2 weeks, please assume that your application was not successful for this particular role.
Details
Job Ref: Wealth Management Associate
Hours: Monday - Friday
Location: Claremont, South Africa
Working Term: Permanent
Salary: Market Related
Application Deadline: 15/05/2019
 

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Job Title: Wealth Management Associate
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