Senior Wealth Administrator
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Job Location:
Bloemfontein - South Africa
Monthly Salary:
Not Disclosed
Posted on:
14 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Senior Wealth Administrator Bloemfontein
Hire Resolve is seeking a highly skilled Senior Wealth Administrator to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios and provide high-level support to the Wealth Manager.
(This role will include benefits such as Medical aid and Provident fund upon candidates preference)
Key Responsibilities:
Portfolio Administration: Proactively manage client accounts and ensure the fast efficient processing of new investments and business.
Client Servicing: Maintain direct relationships with clients to action instructions manage investment affairs and provide optimal reporting.
Compliance Management: Ensure advisors maintain high compliance levels and that client reviews are conducted and documented according to SLAs.
Leadership: Provide management and support to junior staff members.
Events Coordination: Assist with the efficient planning and coordination of client functions.
Requirements:
Experience: 5 years of relevant work experience within the Financial Services industry.
Education: Matric certificate is required; a relevant Financial Services Diploma or Degree is highly advantageous.
Certifications: RE 5 or NQF 5 Certificate in Wealth Management is preferred.
Technical Skills: Full computer literacy (MS Office) and strong system skills.
Attributes: A team player with a pro-active results-driven mindset and a high tolerance for stress.
Ready to lead in wealth management
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Required Experience:
Senior IC
About Company
Hire Resolve connects Job seekers to Employers. The company is a Specialist Recruitment & Staffing company with a national presence with a customer base of listed companies on the JSE and global multinationals. The company prides itself on its technical & industry knowledge. The cons ... View more
