Wealth Assistant Port Alfred, South Africa - Port Alfred
SET
Introduction Wealth business within Innovative bank Description Wealth Assistant - Eastern Cape Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position in the Eastern Cape (Port Alfred, Bathurst area). Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance of client relationships. Provide support in inter-departmental relationships. Coordinate sales and administrative activities between the Product Providers. Compile research, request quotes and fact sheets. Manage client servicing requests. Prepare meeting packs. Capture policy and balance sheet preparation. Update client information, investment and policy statements. Submit new business applications. Manage client data and keep it updated. Ensure servicing requests are done timeously (for example top-up payments, transfers, withdrawals and redemptions). Other key duties to be discussed at interview stage. Qualification and Experience Relevant Diploma / Certificate. 3 to 7 years exp in Administration within Financial Planning, Risk and Investments. Understand FAIS, FICA and general Compliance. Should you be interested in role: Please submit your CV online. You will be directed to our database, Ditto. For queries, contact Bev at SET on 082 495 8595 No WhatsApp CVs can be accepted.
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