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    Wealth Manager Administrator - Cape Town, South Africa - Featherway

    Featherway
    Featherway Cape Town, South Africa

    6 days ago

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    Description

    Wealth Manager Administrators

    Location: Cape Town Northern Suburbs

    Start Date: ASAP

    Senior administrative team lead - Team management experience preferable

    Remuneration: R R 28 000

    General investment administrator - Strong insurance and investment administration skills required.

    Remuneration R R30 000

    Requirements:

    • 3 - 5> Years insurance and investments administration experience
    • RE5 and industry related qualification required / preferable.
    • Senior administrative team lead - Team management experience preferable
    • General investment administrator - Strong insurance and investment administration skills required.
    • Own reliable vehicle
    • Fluent in English and Afrikaans
    • Strong communication skills
    • Resilience and 2years > spent per previous role.
    • References will be requested.

    KEY AREAS OF RESPONSIBILITY

    • Clear understanding of investment and risk products
    • Gather policy information.
    • Research product information
    • Compile & process of investment & risk policy applications and quotations
    • Submitting and processing of insurance and investment servicing:
      • New business
      • Transfers
      • Withdrawals
      • Fund changes
      • Policy terminations
    • Prepare and implement financial planning & investment proposals.
    • Handle and solve client enquiries.
    • Maintain Client Relationship Management system.

    COMPETENCIES

    • Must have a "can do" attitude, and willingness to work in a rapidly evolving environment.
    • A self-starter with initiative who can drive projects to completion with minimal guidance.
    • Must also be able to work in a highly structured environment when required.
    • Must accept and manage responsibilities.
    • The candidate must have a keen eye for detail.
    • Excellent communication and interpersonal skills - an ability to work with a broad range of people.
    • High levels of energy, drive, optimism, and creativity
    • Sound knowledge of Microsoft Word, Excel, and Outlook
    • Must always meet Seed's values of honesty and integrity.
    • Should be able to always work under pressure environment with deadlines.
    • Can handle multiple projects at the same time.
    • 3-5 years of investment / financial planning environment experience is required.
    • A successfully completed Regulatory Exam for Representatives (RE5) would be advantageous.
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