Description

Partnering with, and Providing operational and administrative support to the Wealth Manager

The Result 
 
•    Manage and streamline all administrative processes for the investment manager.
•    Client assistance with; onboarding and account opening, additions and repurchases, adhoc and regular payments from their investment portfolio, loading and processing of payments.
•    Manage ad hoc client queries, reporting and administrative matters.
•    Note and record client instructions, e.g. investment restrictions, income requirements etc.
•    Worked and engage with outside product providers and LISPs. 
•    Assist investment manager with client query management and resolution.
•    Assist in maintaining internal stakeholder relationships. 
•    Attend training seminars – internal and external to ensure that there is continuous professional development.
•    Fundamental understanding of asset allocation and the importance of it.
•    Understanding of tax planning, Situs Tax, CGT and Income tax knowledge preferable.
•    Product and competitor knowledge, proposal preparation

Experience, Skill and Capability 
•    Relevant tertiary qualification, and financial planning/investment planning qualification preferable 
•    3+ Years in experience in financial services industry  
•    Worked and engaged with outside product providers and LISPs
•    Strong communicator with impeccable time management skills  
•    Functions effectively under pressure

The Investec Culture
At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.   We value individuals who in turn value our culture that is, a can-do attitude while challenging convention.       Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.

 

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