Wealth Management Associate Claremont - Johannesburg, South Africa - The Recruitment Council

The Recruitment Council
The Recruitment Council
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description
Join one of South Africa's leading Independant FSP's as a Wealth Management Associate.

You will provide professional administrative support (70%) and preparation of technical analysis (30%) to an allocated wealth manager as well as a leading wealth management division in ensuring accurate and timely processing of all related requests.


Personal profile and competencies:


Critical thinker, administratively minded, accurate, attention to detail, client centric, emotional intelligence, teachable and quick learner, ability to prioritise and to meet deadline, ability to work in a team, writing skills, professionalism, compliance.


Computer Literacy:

  • Required: Advanced Excel, MS Word, & PowerPoint
  • Advantageous: Astute & Xplan

Experience:


  • 25 years' experience in wealth management administration.
  • Experience in dealing with FICA & FAIS and compliance knowledge.
  • Experience with administration of products/service from various financial institutions (i.e. Ninetyone, Old Mutual, Liberty)
  • Xplan experience

Qualification:

  • BCom or equivalent tertiary qualification relating to wealth management or financial industry.
  • CFP.
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