Job Description
About the Role
We are seeking a highly organized and experienced Wealth Manager Assistant to join our team at Kontak Recruitment. As an assistant to an independent and reputable Wealth Manager, you will be responsible for supporting the smooth client onboarding process, ensuring compliance with regulatory requirements, and providing professional follow-through. If you have excellent administrative skills and experience in the financial industry, we encourage you to apply for this exciting opportunity.
Key Responsibilities
- Support smooth client onboarding
- Ensure compliance with FICA processes and record-keeping
- Perform administrative tasks related to investments and product administration (quotes, submissions, follow-ups)
- Manage client data using a CRM system
- Communicate professionally with clients via email and phone
Requirements
- Completed Grade 12
- R5 and solid working knowledge of FICA processes and record-keeping
- 5 or more years of experience in an administration/PA/Secretarial role
- 2 or more years of experience as a Broker Assistant or Wealth/Financial Advisor Assistant supporting an advisor’s client portfolio
Qualifications
–
[ No qualifications mentioned in the original description ]Salary & Benefits
- R15 000 – R20 000 CTC per month
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Wealth Management Administration Jobs in Gauteng
In Gauteng, South Africa, the wealth management administration sector is typically characterised by a demand for skilled professionals to support the growing financial services industry. As a result, job seekers in this field can expect to find opportunities in various industries, including financial services, technology, and even manufacturing sectors that require administrative support.
Salary expectations for wealth management administrators in Gauteng are generally broad, with varying ranges depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may start around R400 000 – R600 000 per annum, while senior roles can range from R800 000 to over R1 million. However, it’s essential to note that these figures are only estimates, and actual salaries may vary significantly depending on individual circumstances.
Common skills required for wealth management administration roles in Gauteng include strong communication and interpersonal skills, attention to detail, proficiency in Microsoft Office software, experience with financial systems and databases, analytical and problem-solving skills, and a basic understanding of tax laws and regulations. Other essential skills often include organisation, time management, and adaptability.
Wealth management administrators can be found working in various sectors, including the financial services sector, technology industry, and even manufacturing sectors that require administrative support. In the financial services sector, for example, administrators may work closely with clients, managing their investments and providing ongoing support. In the technology industry, they may assist in data analysis and process improvement.
Career development opportunities for wealth management administrators are often limited to in-house promotions or lateral moves within larger organisations. However, many professionals in this field also pursue external training and certification programs, such as the Certified Financial Planner (CFP) designation, to enhance their skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Network actively - many jobs are filled through referrals before being advertised.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Gauteng: Mining Equipment Sales Executive posted by GAP Consulting
Minimum Requirements:Must have a minimum of 5 years' experience as a Sales Executive in the Mining Equipment IndustryRelevant Tertiary Education...
View JobJohannesburg: External Sales Consultant posted by Flink Recruitment
Roles and ResponsibilitiesJob Description:Meet and exceed sales targets as set out by the Company monthly and annually.Effectively maintain excellent,...
View JobDurban: Internal Lighting Sales Consultant & Showroom Assistant posted by Flink Recruitment
Roles and ResponsibilitiesSALES:Greet and acknowledge every client that comes into the showroom.Meet, maintain and exceed sales targets utilising good...
View JobSandton: TL3 Engineer posted by Flink Recruitment
Roles and ResponsibilitiesTechnical SkillsExpert knowledge of:Windows Server & Active DirectoryDNS/DHCP/GPO/ADFSAzure IaaS/PaaS & M365...
View JobSandton: TL2 Engineer posted by Flink Recruitment
Roles and ResponsibilitiesTechnical SkillsStrong troubleshooting of Microsoft 365 & Azure fundamentals.Solid understanding of Windows Server...
View JobGauteng: Sales Representative (Raw Chemicals, Solvents, Fuel) posted by Pillango Placements
You will be responsible for promoting the sales of products and services that will benefit the company. Establish credibility through…
View Job
Browse Employers
Job Alerts