Wealth Management Associate | Claremont
Job Description
Job Summary The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance the overall service provided to the wealth manager and our clients. Specific qualities needed for this role: high level of attention to detail and ability to work under pressure r equires a lot of Section 14 and offshore knowledge. Required Experience: Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA. 3-5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities. Commerce or financial degree from a reputable tertiary institution. CFP designation advantageous RE5 advantageous MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) XPlan (advantageous) APPLY NOW WITH YOUR UPDATED CV!The Recruitment CouncilRecruiter
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Job Detail
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Job IdJD1344262
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned