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Wealth Adviser Assistant

R 14.500,00 monthly City of Tshwane, Gauteng 14 September

HotelJobs CC

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  • Description


  • Responsibilities:

    Administration
    Client Relationship Management
    Investment analysis and proposal
    Gather Policy information
    Compile a summary of information
    Research product information
    Prepare and implement investment proposals
    Handle new application and quotations
    Calculate tax/legal implications of investments
    Cash flow and performance calculations
    Pre-Retirement planning calculations
    Handle and solve client enquiries
    Diary management
    Report new business statistics
    Prepare investment review appointments
    Train and mentor new employees
    Keep track of assets under management
    Maintain CRM system
    Rebalance and maintain existing portfolios
    Prepare and distribute monthly/quarterly statements
    Minimum requirements:

    Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
    3 years relevant work experience within the financial industry with policy, systems and financial product knowledge
    Proficient in both spoken and written English and at least one other of the official South African languages
    Proficient in MS Office (Excel, Word, Outlook)
    Competencies:

    Analytical thinking
    Attention to detail
    Communication skills
    Team-player

  • Number of vacancies: 10
  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Wealth Adviser Assistant

  • Recruiter

    HotelJobs CC

  • Province

    City of Tshwane, Gauteng

  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary

    R 14.500,00 monthly

  • Apply now

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