Description:
Main responsibilities:
• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries
• Educating clients on technology and platforms available to them to improve their investment administration experience
• Gathering client information – internally and externally
• Working with external vendors/product providers and LISPs
• Researching products and competitors
• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required
• Preparing, printing & binding proposals and reviews
• Pre-completing and formatting various documents
• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records
• Initiating, facilitating & completing of platform transfer requests incl. Section 14, Section 37 & Section 42 transfers both in and out
• Building and maintaining strong internal and external stakeholder relationships
• Problem-solving & troubleshooting to enhance clients' experience
• Efficient multi-tasking in terms of managing multiple transactions with different cut-off times and dates
Qualifications & Experience
• Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com)
• Basic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary) • Basic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)
• 2-3 years financial planning or wealth management experience advantageous
• MS Office Suite, Advanced Excel would be advantageous
Personal attributes and other requirements:
• Ultra-high net worth client service orientation
• Excellent verbal and written communication skills
• Entrepreneurial mindset, self-starter, independent thinker
• Ability to work independently as well as within a team
• Open to learning and challenging, sharing best practices and knowledge with team
• Effective time-management, planning & organisational skills, ability to prioritise & multi-task
• Work beyond traditional work hours if required
• Ability to work effectively under pressure, tenacious temperament
• High attention to detail
• Well-presented and confident
• Strong work ethic & pride in work, honesty & integrity
• Can-do problem solving attitude
• Solution-driven as opposed to task-driven
• Break China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity
• Insights, interpersonal skills & meticulous planning to maintain the