Operations Associate (Private Wealth)
Candidate Connect
Cape Town, South Africa
3d ago
source : Executive Placements

Great opportunity to join a team as an Operations Associate at a boutique, high net worth, private wealth company.

This role requires a a high level of attention to detail and people skills to maintain and cultivate strong client relationships and deliver the highest level of service.

A keen interest in investments and wealth management would be ideal.

This role is based in Cape Town.

Key job functions, duties and responsibilities :

  • Administrative Support in relation to client meetings (preparing documents; note taking; scheduling)
  • Operational Support : liaising with vendors / asset managers / clients / operations team to ensure tasks are completed.
  • Compliance : managing & maintaining integrity of all client documentation & files.
  • Client Liaison : interacting with clients and handling administration of client portfolio changes.
  • Required skills and personal attributes :

  • Business degree : B.Com / B.Bus.Sci
  • Progress towards CFA / CFP beneficial.
  • 1-4 years experience in Financial Services, in particular with FAIS
  • Commitment to client service
  • Highly analytical
  • Attention to detail
  • Excellent organisational & communication skills
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