SUMMARY:
About our client
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth. About the role
To deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client-centricity and professionalism.
Note: This role is office based in the Southern Suburbs, Cape Town

POSITION INFO:
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...