Job Opportunities in South Africa
September 12, 2024
PSG Konsult
Middelburg
FULL TIME
Wealth Adviser Assistant
The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
Responsibilities:
Candidates interested must apply on Indeed by no later than 25 September 2024. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience:
Responsibilities:
- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- Research product information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Deal with Employee Benefit Service Related Queries.
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Candidates interested must apply on Indeed by no later than 25 September 2024. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience:
- financial services: 1 year (Preferred)
- Financial Related Degree (Wealth) (Required)
- Middelburg, Mpumalanga (Preferred)
We regret to inform you that this job opportunity is no longer available
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