Wealth Manager Administrator
Durban, KwaZulu-Natal, South Africa
Job Description
Wealth Manager Administrator in Umhlanga, Durban needed.
Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take full ownership of their growing investment and life administration book.
This is a key support role where accuracy, coordination, and proactive client service are essential. If you're driven, meticulous, and thrive under pressure- this could be your next big move.
Key Responsibilities:
- Provide full administrative support to Wealth Managers
- Maintain up-to-date and compliant client records
- Coordinate account openings, investment transactions, and policy reviews
- Handle scheduling, diary management, and travel arrangements
- Respond timeously to client and internal queries
- Apply regulatory knowledge (FICA/FAIS) in all operations
- Assist with switches, top-ups, and preparation for client reviews
- Matric with 2-3 years of investment admin or relevant financial services experience
- Relevant BCom degree/ qualification
- Strong working knowledge of FICA and FSCA regulatory compliance
- Proficient in Microsoft Office, especially Excel
- High attention to detail with a methodical work ethic
- Able to work independently and as part of a team
- Clear communicator with a client-first mindset
Cherese van Rooyen
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Job Detail
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Job IdJD1485030
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R280000 - 400000 per year
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Employment StatusPermanent
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Job LocationDurban, KwaZulu-Natal, South Africa
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EducationNot mentioned