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. #J-18808-Ljbffr
Senior Wealth Administrator
HIRE RESOLVE
bloemfontein, bloemfontein
Published 14 days ago
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