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
Attention to detail
Excellent organisational & communication skills