• Prospect potential clients for the services offered by Wealth Managers
• Generate leads and refer to relevant advisors
• Work with managers to support their business model.
• Contact prospective clients to ascertain the relevance of the services offered.
• Maintain the highest levels of administration, completing client documents in the parameters of the compliance department.
• Learn and develop an understanding of the business and services.
• Meet outlined targets set by the consultant and team leaders.
• Contact clients when requested and communicate any changes or concerns to the consultant
• Attend all meetings held by Managers and Service Providers.
• Drafting and sending correspondence to clients and external providers.
• Resolving ad hoc client queries and internal administration requests, as these arise.
• Liaising with Private Wealth Managers to ensure the accuracy of documentation and tracking of leads (execution and issued)

Requirements

• Senior Certificate, Matric, post Matric advantageous Certifications
• Regulatory Representative Certification (RE5) (Advantageous)
• Excellent Communication Skills
• Strong Administrative Skills
• Financial Industry Background preferable
• Good Interpersonal Skills 2 – 3 years working experience

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful – please do continue to follow us online and apply for suitable roles.