Wealth Management Associate | Claremont

Join one of South Africa's leading Independent 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 meet deadlines, ability to work in a team, writing skills, professionalism, compliance.
Computer Literacy: Required: Advanced Excel, MS Word, & PowerPointAdvantageous: Astute & XplanExperience: 2-5 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. Ninety-one, Old Mutual, Liberty).Xplan experience.Qualification: BCom or equivalent tertiary qualification relating to wealth management or financial industry.CFP.
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