Job Description
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation.
The successful candidate will provide the required and relevant professional assistance to the Wealth Manager or Advisor in the administration and implementation of clients’ financial reviews, financial planning, retirement instruction, and investment instructions.
Formal Education:
- Matric
- NQF 6 (Advanced Certificate in Wealth Management/Advanced Certificate in 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.
Knowledge:
- Proficient on Microsoft Office (Word, Excel, PowerPoint, Outlook)
- 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)
Duities:
Processing new business for new and existing clients:
- Ensure all documentation and information is prepared in accordance with company policies;
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor;
- Handling of retirement claims, mainly focusing on Public sector funds;
- Section 14 & Section 37 transfers;
- Assist with Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance applications;
- Facilitate the Transfer from Living Annuity to Life Annuity process.
Servicing of existing clients:
- Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor;
- Make payments on behalf of clients through the Investec corporate saver account;
- Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor.
General Administration:
- Ensure that client documentation complies with FICA & FAIS legislation;
- Recording of client interaction and updating of client records upon completion of the interaction;
- Maintain client records and database according to company policies;
- Attend to Death Claim processes and documentation;
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;
- Assistance with Wealth Special Projects on an ad-hoc basis;
- Actively building relationships with clients via telephone, in person, and via email;
- Proactively managing tasks and ensuring that all instructions are attended to in an efficient way.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Western Cape
The Western Cape is home to a thriving banking industry, with a diverse range of roles available across various sectors. Typically, the job market in this field is characterized by strong demand for skilled professionals, particularly in areas such as financial analysis and risk management. Generally, banks and financial institutions in the region offer competitive salaries and benefits packages to attract top talent.
The salary range for banking positions in the Western Cape can vary widely depending on factors such as experience, company size, and industry sector. Commonly, entry-level roles may command salaries ranging from R500 000 to R800 000 per annum, while senior positions can fetch salaries between R1 million to R3 million or more. However, it’s essential to note that these are broad estimates and actual salaries may differ significantly depending on individual circumstances.
Common skills required for banking roles in the Western Cape include proficiency in financial software, analytical thinking, communication skills, and attention to detail. Additionally, knowledge of financial markets, regulatory requirements, and risk management techniques is highly valued. Often, candidates with a degree in economics, finance, or accounting are well-suited for these types of roles.
The banking industry in the Western Cape commonly employs professionals from various sectors, including financial services, technology, manufacturing, and business services. The region’s strong economy and growing financial sector have created a high demand for skilled bankers and financial specialists.
For those interested in pursuing a career in banking, it’s essential to consider opportunities for professional development and growth. Typically, banks offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Often, career progression paths may involve roles such as portfolio management, risk analysis, or business development, while senior positions can lead to executive-level appointments or entrepreneurship. By focusing on developing key skills and building a strong network, job seekers can increase their chances of success in this dynamic and rewarding field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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