Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications submitted by Wealth Specialists.
Requirements:

Relevant 3-year Degree in a Finance / Commerce
3-5 years' experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning
Sound knowledge of investment and fiduciary services in the marketplace
Awareness of competitor activities and offerings
Computer literate and technologically savvy
Valid driver's license
Postgraduate Diploma in Financial Planning, or studying towards and completed RE5 exam would be an advantage

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