About the position
Wealth Manager Assistant Great wealth management starts behind the scenes. Be the organised, proactive professional who keeps clients and Wealth Managers moving forward. Is this you? Detail-driven, responsive and naturally organised, you take pride in accurate work and excellent service. You're proactive rather than waiting to be asked, communicate confidently with clients and colleagues, and importantly, you're fluent in both Afrikaans and English. What you'll be doing (and why you'll enjoy it) Supporting Wealth Managers, you'll handle investment and retirement fund administration for existing and prospective clients. You'll process switches, withdrawals, Section 14 and Section 50 transfers, prepare documentation, liaise with product providers and keep clients updated. You'll also maintain accurate CRM records and proactively chase outstanding information. You'll enjoy being the person who keeps client servicing efficient, accurate and on track. Where you'll be doing it Based in Menlyn, Pretoria, you'll join an independent financial services environment focused on wealth management, financial planning, investments and retirement solutions. The business combines specialist expertise with personalised service and has a strong focus on helping clients achieve better long-term financial outcomes. What you'll need Matric is essential, with at least 2 years' investment/financial planning administration experience. You'll need solid knowledge of living and life annuities, retirement annuities, preservation funds, discretionary investments, endowments and tax-free savings investments. Fluency in Afrikaans and English is essential, alongside strong communication, deadline management and attention to detail. What you'll get A career-building opportunity within a specialist wealth management environment, with exposure to investment products, retirement funds, client servicing and experienced Wealth Managers. How to apply For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to c (dot) Dupreez (at) [URL Removed] - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
Menlyn, Pretoria
Market related
Desired Skills:
- wealth management admin
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
