[ref. t26591801] Wealth Management Associate | Claremont
The Recruitment Council Claremont
Key Result Area: Main Activities:
- Administrative support to Wealth Manager
- Prepare and collate new client onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise with external and internal providers on client specific queries and implementation of
- Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth
- Manage the process of preparation of client review packs (with assistance from administrative
- Legislative Compliance (FICA and FAIS)
- Apply basic knowledge of the FAIS General Code of Conduct in daily work.
- Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly
- Ensure CDD is done on all clients based on their risk profile according to FICA and company
- Technical Support
- Ensure a basic level of product knowledge by keeping up to date with products used by service
- Compile proposal documents based on the Wealth Manager instruction and recommendations.
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager
recommendations and instructions.
Main Purpose of Job
The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driventasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be an
administrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and operational details to
enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the client experience
through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing wealth for
our private clients and their families
Direct Reporting Line Wealth Manager, with support from the WMA Team CoordinatorDirect / Indirect reports to this
position n/a
Required Experience
Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA- 5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers
responsibilities
Required Education Commerce or financial degree from a reputable tertiary institution (advantageous)Professional registration (if
applicable)
CFP designation advantageousRE5 advantageous
Computer Literacy MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
XPlan (advantageous)
Personal profile and competencies
Ability to prioritise, organise and plan around large amounts of information and tasks.Ability to execute on a wide variety of tasks with accuracy and within required timeframes.
High attention to detail and low tolerance for errors
Sound knowledge of and experience in FICA and FAIS
Highly numerate
Punctual
Rory Mackie & AssociatesCape Town, 7 km from Claremont
Overview:
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The Recruitment CouncilCape Town, 7 km from Claremont
Description of job responsibility/duty
Wealth Management
Develop and maintain strong relationships with high-net-worth clients.
Understand clients' financial goals, risk tolerance, and preferences to provide personalized financial advice.
Conduct...
HR GenieBellville, 18 km from Claremont
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