Job Description

Wealth Management Administrator (Investments on and Offshore) - DurbanvilleJNR Wealth Management Administrator(Investments on and Offshore)Graduates WelcomeWe are looking to expand the administrative support function by welcoming a new JNR Wealth Manager Administrator to the team!Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team!KEY AREAS OF RESPONSIBILITYClear understanding of investment and risk products - Including offshore investments and offshore investment administration.Gather policy information and research product information.Compile & process of investment & risk policy applications and quotationsNew business process end to endHandle and solve client enquiries.Maintain Client Relationship Management system.PERSONAL COMPETENCIES & SKILLSMust have a "can do" attitude, and willingness to work in a rapidly evolving environment.A self-starter with initiative who can drive projects to completion with minimal guidance.Must also be able to work in a highly structured environment when required.Must accept and manage responsibilities.The candidate must have a keen eye for detail.Excellent communication and interpersonal skills - an ability to work with a broad range of people.High levels of energy, drive, optimism and creativityMust always maintain COMPANY values of honesty and integrity.Should be able to always work under pressure environment with deadlines.Can handle multiple projects at the same time.3-5 years of experience within the investment / financial planning industry (preferable)A successfully completed Regulatory Exam for Representatives (RE5) (preferable)Fluent in English and AfrikaansBased in the Northern Suburbs of Cape Town - own transport is essential.Successful applicants will be contacted for interviews?Job Type: Full-timeSalary: R8,000.00 - R12,000.00 per monthEducation:Certificate (Required)Experience:Wealth management administration: 2 years (Required)Investment administration: 2 years (Required)Financial planning administration: 2 years (Required)Language:English (Required)

JTJ Group