Hire Resolve – Top Recruitment Agency
Ticking All Your Recruitment Needs
Ticking All Your Recruitment Needs
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)
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.
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.
