Senior Wealth Portfolio and Client Services Lead

Hire Resolve; Bloemfontein; On-site; ZAR 400,000 - 600,000; Full time

Benefits offered by this job

Medical aid

Provident fund

Job summary

A premier wealth management firm in Bloemfontein is seeking a Senior Wealth Administrator to manage client portfolios and provide high-level support to Wealth Managers. The role involves maintaining client relationships, ensuring compliance, and leading a team. Candidates should have 5+ years of experience in Financial Services, with a Matric qualification. Proficiency in MS Office and a results-driven mindset are essential. This position offers benefits like medical aid and provident fund.

Qualifications

• 5+ years of relevant work experience within the Financial Services industry.
• Matric certificate is required; a relevant Financial Services Diploma or Degree is highly advantageous.
• RE 5 or NQF 5 Certificate in Wealth Management is preferred.
• Full computer literacy (MS Office) and strong system skills.
• A team player with a pro-active, results-driven mindset and a high tolerance for stress.

Responsibilities

• Proactively manage client accounts and ensure efficient processing of investments.
• Maintain direct relationships with clients to action instructions and manage investment affairs.
• Ensure compliance levels are maintained and client reviews are documented.
• Provide management and support to junior staff members.
• Assist with planning and coordination of client functions.

Skills

Client relationship management

Compliance management

Team leadership

Proactive mindset

Full computer literacy

Education

Matric certificate

Financial Services Diploma or Degree

Tools

MS Office

Job description

A premier wealth management firm in Bloemfontein is seeking a Senior Wealth Administrator to manage client portfolios and provide high-level support to Wealth Managers. The role involves maintaining client relationships, ensuring compliance, and leading a team. Candidates should have 5+ years of experience in Financial Services, with a Matric qualification. Proficiency in MS Office and a results-driven mindset are essential. This position offers benefits like medical aid and provident fund.