Job Summary
Senior Wealth Administrator | Bloemfontein
Hire Resolve is seeking a highly skilled Senior Wealth Administrator to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios and provide high-level support to the Wealth Manager.
(This role will include benefits such as Medical aid and Provident fund upon candidates preference)
Key Responsibilities:
Portfolio Administration: Proactively manage client accounts and ensure the fast, efficient processing of new investments and business.
Client Servicing: Maintain direct relationships with clients to action instructions, manage investment affairs, and provide optimal reporting.
Compliance Management: Ensure advisors maintain high compliance levels and that client reviews are conducted and documented according to SLAs.
Leadership: Provide management and support to junior staff members.
Events Coordination: Assist with the efficient planning and coordination of client functions.
Requirements:
Experience: 5+ years of relevant work experience within the Financial Services industry.
Education: Matric certificate is required; a relevant Financial Services Diploma or Degree is highly advantageous.
Certifications: RE 5 or NQF 5 Certificate in Wealth Management is preferred.
Technical Skills: Full computer literacy (MS Office) and strong system skills.
Attributes: A team player with a pro-active, results-driven mindset and a high tolerance for stress.
Ready to lead in wealth management?
? Email your CV to lidene.pienaar@hireresolve.us
? Visit www.hireresolve.com
Please send your most updated CV, alongside all supporting documents to my email. Please ensure your exact location is added.
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
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