We bring an Out of the Ordinary approach to creating and managing wealth.
Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group.
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Partnering with, and Providing operational and administrative support to the Wealth Manager
The Result
Manage and streamline all administrative processes for the investment manager.
Client assistance with; onboarding and account opening, additions and repurchases, adhoc and regular payments from their investment portfolio, loading and processing of payments.
Manage ad hoc client queries, reporting and administrative matters.
Note and record client instructions, e.g. investment restrictions, income requirements etc.
Worked and engage with outside product providers and LISPs.
Assist investment manager with client query management and resolution.
Assist in maintaining internal stakeholder relationships.
Attend training seminars – internal and external to ensure that there is continuous professional development.
Fundamental understanding of asset allocation and the importance of it.
Understanding of tax planning, Situs Tax, CGT and Income tax knowledge preferable.
Product and competitor knowledge, proposal preparation
Experience, Skill and Capability
Relevant tertiary qualification, and financial planning/investment planning qualification preferable
3+ Years in experience in financial services industry
Worked and engaged with outside product providers and LISPs
Strong communicator with impeccable time management skills
Gmail
Yahoomail