Your cv
Get jobs on your
mobile phone

Wealth Management Associate

Remuneration:R15000 - R18000 per month TCTC 
Benefits:Medical Aid, Pension Fund
Location:Cape Town, Southern suburbs, Claremont
Education level:Diploma
Job level:Mid
Type:Permanent
Reference:#WMA - c
Company:LayerCake Recruitment


Job description

Wealth Management Associate provides administrative support to a Wealth Manager in all aspects of their portfolio. This job incumbent will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists. This position forms part of team of Wealth Management Associates to ensure continuous growth and development.

Administrative support to Wealth Manager
  • Financial needs analysis
  • Client reviews and service calls
  • Deal processing with institutions
  • Coordination with in-house specialists
  • eXplan and Company
  • 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


Requirements

  • Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
  • One to three years of working experience in financial planning Educational required
  • Commerce or financial degree from a reputable tertiary institution
  • CFP advantageous Professional registration (if applicable)
  • CFP or studying towards a postgraduate diploma in financial planning would be advantageous Computer Literacy
  • MS Word
  • MS Excel
  • MS PowerPoint
  • XPlan or other industry related packages Personal profile and competencies
  • 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)


Posted on 11 Apr 09:31

Apply
Alison Eastwood

021 674 5320
Or apply with your Biz CV
Create your CV once, and thereafter you can apply to this ad and future job ads easily.


Get job alerts for Associate jobs