Wealth Management Associate
Wealth Management Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Essence of the job:
The main purpose of this role is to deliver exceptional support to a Wealth Manager effectively managing deadline-driven tasks 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 clients experience through effective communication proactivity and dependability enabling the Wealth Manager to focus on nurturing wealth for our private clients and their families.
Qualification:
Commerce or financial degree from a reputable tertiary institution (advantageous)
CFP designation advantageous
RE5 advantageous.
Minimum Requirements:
Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA.
3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth.
Managers and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
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 instructions.
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 to company internal compliance standards.
Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
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.
MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).
Required Experience:
IC
Employment Type
Full-Time
