Operations Associate (Private Wealth)
Candidate Connect
Cape Town
1d ago
source : JustTheJob.co.za

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.SciProgress towards CFA / CFP beneficial.1-4 years experience in Financial Services, in particular with FAISCommitment to client serviceHighly analyticalAttention to detailExcellent organisational & communication skills

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