Vacancy Description
A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team.
Your:
- Formal Education:
- Matric
- National Diploma in Wealth Management/Financial Planning, or related.
- Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
- Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)
will enable you to:
Processing new business for new and existing clients:
- Ensure all documentation and information is prepared in accordance to company policies
- Follow up on outstand...
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