Wealth Management Associate

Company

Conova Recruitment

Location

cape town, cape town

Type

Full-time

            Responsibilities:   
Prepare and collate new client onboarding documentation 
Oversee the management and updating of client CRM profile 
Liaise with external and internal providers on client specific queries 
Resolve and manage admin related queries or issues with clients directly 
Manage preparation of client review packs 
Apply basic knowledge of the FAIS General Code of Conduct in daily work 
Draft and/or check Record of Advice and Replacement disclosure forms 
Ensure CDD on all clients based on their risk profile according to FICA and company RMCP 
Ensure a basic level of product knowledge by keeping up to date with products 
Compile proposal documents based on the Wealth Manager instruction 
Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines 

Requirements:   
        
        
    

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