Assistant Wealth Manager Needed in Durban New

Skills Provision; Newcastle; On-site; ZAR 380,000; Full time

Job summary

An established industry player is seeking an Assistant Wealth Manager to support Managers in maintaining client relationships and ensuring solid investment decisions. This role involves clerical tasks such as scheduling appointments, preparing documentation, and managing client correspondence. The ideal candidate will have a strong background in financial services, with at least three years of relevant experience. If you are detail-oriented, motivated, and possess a client-focused mindset, this is an excellent opportunity to contribute to a dynamic financial organization while enhancing your career in the wealth management sector.

Qualifications

• 3+ years of experience as an Assistant in financial services.
• General knowledge of financial markets is essential.

Responsibilities

• Provide clerical assistance to Managers for client relationships.
• Schedule appointments and prepare documentation for meetings.
• Handle queries and maintain FICA and FAIS updates.

Skills

Client Service Orientation

Attention to Detail

Accountability

Communication Skills

Motivation

Job description

Skills Provision is searching for an Assistant Wealth Manager for a Financial Organisation in Durban, South Africa.

Salary & Benefits

• R.380,000 p / a

The Role

The Assistant Wealth Manager will provide complete clerical assistance to Managers for the maintenance of client relationships and solid investment decisions and returns. The candidate’s key relations will be with Operations, external clients, internal clients, investment houses, SARS, attorneys and helpdesk.

• Scheduling of appointments, follow up meetings and internal appointments. Prepare documentation for the meetings.
• Load new clients on systems and request necessary documentation.
• Type up agendas and minutes of meetings. Monitor the actions that need to be taken on conclusion of meetings.
• Generate, edit, print, scan and post quarterly report.
• Filing and scanning of all documentation.
• Complete forms and submit and track instructions submitted to operations.
• Handle queries from Operations and Managers.
• Complete relevant tasks.
• Constantly update FICA and FAIS.
• Liaise with suppliers regarding the status of instructions.
• Send out client correspondence for special occasions.

Requirements

• Minimum of 3 years’ experience as an Assistant in a similar role within the financial services industry.
• General knowledge of financial markets.
• Client and service orientated.
• High level of accountability and responsibility.
• High sense of urgency.
• Detail orientated.
• Affable character.
• Highly motivated.
• Mature.
• Intellectually honest.