Financial Services Assistant - Johannesburg - beBeeWealth

    beBeeWealth
    beBeeWealth Johannesburg

    6 days ago

    Full time

    Job title: Wealth Manager Assistant (JB5812)

    Description

    Job Description:

    Wealth Manager Assistant role involves day-to-day administrative and operational support to a Wealth Manager.

    • Manage client onboarding from start to finish
    • Handle compliance administration including FICA packs and record keeping
    • Prepare investment product applications and related paperwork



    • Fundamental knowledge of wealth management principles


    • < li > Ability to work in an ever-changing environment < h 3>Benefits: ,< / p >< br/>,, Flexible working hours, Competitive salary


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