SENIOR WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

6124 EW SWASS

Date posted:

Tuesday, October 29, 2024

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Provide the required and relevant professional assistance to the Wealth Manager or Advisor.

POSITION INFO:

Your:

Formal Education:
- Matric
- NQF 5 & 6 would be advantageous (In Wealth Management)
Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
Competencies:
- Proficient in English (read, write, speak) Afrikaans is advantageous
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)

will enable you to:

Processing new business for new and existing clients:

Ensure all documentation and information is prepared in accordance to 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 is in compliance with FICA & FAIS legislation
Recording of client interaction and updating of client records upon completion of interaction
Maintain client record 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 ad-hoc basis
Actively building relationships with clients via telephone, in person and via email.
Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

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