Wealth Manager Administrator – Seed Investments

Seed Investments are currently in need of a Wealth Manager Administrator. Read through to Apply for this Job Vacancy.

Job Description:

A clear understanding of investment and risk products

Gather policy information

Research product information

Compile & process investment & risk policy applications and quotations

Prepare and implement financial planning & investment proposals

Handle and solve client inquiries

Maintain Client Relationship Management system

Candidate Requirements:

• Must have a “can do” attitude, and willingness to work in a rapidly evolving environment.

• A self-starter with initiative who can drive projects to completion with minimal guidance

• Must also be able to work in a highly structured environment when required

• Must accept and manage responsibilities

• The candidate must have a keen eye for detail

• Excellent communication and interpersonal skills – an ability to work with a broad range of people.

• High levels of energy, drive, optimism and creativity

• Must always maintain Seed’s values of honesty and integrity

• Should be able to always work under pressure environment with deadlines

• Can handle multiple projects at the same time

• 3-5 years of experience within the investment / financial planning industry

• A successfully completed Regulatory Exam for Representatives (RE5)

• Fluent in English and Afrikaans

• Based in the Northern Suburbs of Cape Town – own transport is essential