Senior Wealth Assistant Job 2020

Posted on :

10 Jan, 2020

Category :

Administrative Jobs in South Africa

Job Description

Job Title: Senior Wealth Assistant

About the Position

Your New Employer
An establish Wealth Manager with a dynamic purpose and proven track record who boasts an impressive clientele base. A team that has family built into their name and has consistently delivered successful results to their clients with their array of risk, financial and retirement planning strategies.

The Job Opportunity
Work hand in hand with the Senior Wealth Manager and be responsible for all administrative functions relating to the management of clients’ portfolios. You will be supported by a dynamic administrative team whilst utilizing the latest technology.

Your Requirements
Your effective communications skills, strong accuracy, ability to work under pressure coupled with a min of 10 years within a wealth manager is key. FAIS and FICA knowledge is a huge advantage

Your Benefits
A market-related salary is on offer with excellent additional benefits

Start Date
For more information on this opportunity, please contact
Malika Mahomed at The Talent Experts
Email Address
Contact Number

Desired Skills

  • FAIS
  • FICA
  • Financial Planning

Desired Qualification Accreditation

  • Grade 12 / Matric

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