Wealth Management Administration needed at The Talent Expert

Save 11 hours ago

Job title : Wealth Management Administration

Job Location : Western Cape, Cape Town

Deadline : November 30, 2024

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Is this you?

  • You’ve gained solid portfolio administration experience and you are keen to move into a more technical and more demanding role where you will be mentored and developed by a highly successful Wealth Manager.

What you’ll be doing (and why you’ll enjoy it)

  • You’ll be assisting the Wealth Manager with the various administrative and technical functions related to managing a client’s portfolio, ensuring compliance, and supporting the Wealth Manager, including detailed handling of S14 and S37 transfers.

Where you’ll be doing it

  • You’ll join a small yet highly successful wealth management firm based in Rondebosch. The role offers you flexibility in terms of hybrid working from home and the office.
  • The environment is professional yet you will feel like part of the family from the moment you join them.

What you’ll need

  • Experience is key, this is a technical admin role so you need to have at least 3 years solid experience in a role supporting a wealth manager or financial advisor and ideally be studying a financial planning degree.

What you’ll get

  • You’ll get to work under a highly successful Wealth Manager offering you endless learning and growth opportunities. The environment is professional and the culture is warm and welcoming.

 

How to Apply for this Offer

For a confidential discussion please send your CV to the appeopriate email attached to each positions

Send your application to [email protected]

  • Administrative / Management  jobs