Role Overview

For candidates exploring investment jobs in Cape Town, this Wealth Advisor Assistant role offers a grounded opportunity with room to contribute from the start.

Key Responsibilities

Take ownership of Processing instructions – redemptions, Section 14, 37 & 42 Transfers, switches and local and offshore investments for clients.
Take ownership of Minimum 3-5 years' experience within the Insurance, Investment, Asset Management environment required.
Take ownership of Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required.
Take responsibility for the core day-to-day work expected of a Wealth Advisor Assistant.
Work with colleagues, customers or suppliers to keep work moving and issues visible.

Requirements

3 to 5 years of relevant experience
A practical working style with the ability to prioritise when several tasks compete.
A professional approach to deadlines, service quality and daily priorities.