Umhlanga Rocks: Wealth Administrator

Minimum requirements: Matric 3-5 years experience in the wealth management space Knowledge in working on Blueprint, spotlight FNA and Record of advice. Discovery World Stanlib VIC, Ninety One Online, Allan Gray Online, atWork, Firestorm,Momentum VIA Completion of policy applications Arranging appointments for clients to have medicals done Sending underwriting, Servicing changes to existing policies Liaising with other insurance companies on clients behalf. Claims-risk, pension, investment Wording letters for clients. Managing of emails to clients and other insurance companies; working on online systems to make policy changes Online instructions and generating quotes and/or investment proposals Diary management Online investment Capturing information, including fund comparisons and FICA compliance. Investment management, generating statements, additional investments, portfolio switching and redemptions Consultant: Daphney Malotoane – Dante Personnel East Rand