Assistant Wealth Manager Needed in Durban New

Skills Provision; KwaZulu-Natal; On-site; ZAR 380 000; Full time

Job summary

A forward-thinking financial organization is seeking an Assistant Wealth Manager to join their dynamic team in Durban. This role is pivotal in providing comprehensive clerical support to ensure effective client relationship management and informed investment decisions. The ideal candidate will possess a strong background in the financial services industry, demonstrating exceptional attention to detail and a client-oriented approach. This position offers the opportunity to work closely with various stakeholders, enhancing your professional skills in a supportive environment. If you are motivated, detail-oriented, and ready to make a difference, this is the perfect opportunity for you.

Qualifications

• Minimum of 3 years’ experience as an Assistant in financial services.
• Strong client and service orientation with high accountability.

Responsibilities

• Provide clerical assistance to Managers for client relationship maintenance.
• Schedule appointments and prepare documentation for meetings.

Skills

Client and service orientation

Detail oriented

High level of accountability

General knowledge of financial markets

High sense of urgency

Affable character

Highly motivated

Mature

Intellectually honest

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

Skills Provision is an ethical international recruitment agency, as such our adverts do not discriminate with regards to age, race, gender, colour, creed, religion, sexual orientation, disability, and nationality.

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