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Bellville: WEALTH ASSISTANT posted by CompitantCandidates

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Job Description

An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin Bellville

Formal Education:

  • Matric

Experience:

  • Administrative/secretarial experience is essential;
  • 2-3 years’ experience in the investment financial services industry.

Knowledge:

  • Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);
  • Proficient in Afrikaans and English (read, write, speak);
  • Competent on service providers “website functionalities”.

Processing new business for new and existing clients:

  • Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
  • Obtain confirmation from service providers regarding implementation of instructions above;
  • Written communication/confirmation to clients’ regarding investment instruction implementation.

Servicing of existing clients:

  • Assimilate investment/fund values, investment performance statistics and Astute information of clients;
  • Compiling, binding and preparation of proposals and client review documentation;
  • Make payments on behalf of clients through the corporate saver account.

General Administration:

  • Scheduling meetings for Wealth Manager/Advisor and organizing diary;
  • Recording of client interaction and updating of client records upon completion of interaction;
  • Assist with preparation of client annual review;
  • Maintain client record and database according to company policies;
  • Beneficiary Risk Rating and screenings;
  • Assistance with Wealth Special Projects on ad-hoc basis;
  • Proactively managing tasks and ensure 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.

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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.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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