Senior Wealth Administrator | Bloemfontein

Hire Resolve is seeking a highly skilled Senior Wealth Administrator to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios and provide high-level support to the Wealth Manager.
(This role will include benefits such as Medical aid and Provident fund upon candidates preference)

Key Responsibilities:

• Portfolio Administration: Proactively manage client accounts and ensure the fast, efficient processing of new investments and business.

• Client Servicing: Maintain direct relationships with clients to action instructions, manage investment affairs, and provide optimal reporting.

• Compliance Management: Ensure advisors maintain high compliance levels and that client reviews are conducted and documented according to SLAs.

• Leadership: Provide management and support to junior staff members.

• Events Coordination: Assist with the efficient planning and coordination of client functions.

Requirements:

• Experience: 5+ years of relevant work experience within the Financial Services industry.

• Education: Matric certificate is required; a relevant Financial Services Diploma or Degree is highly advantageous.

• Certifications: RE 5 or NQF 5 Certificate in Wealth Management is preferred.

• Technical Skills: Full computer literacy (MS Office) and strong system skills.

• Attributes: A team player with a pro-active, results-driven mindset and a high tolerance for stress.

Ready to lead in wealth management?

📧 Email your CV to lidene.pienaar@hireresolve.us

🌐 Visit www.hireresolve.com

Please send your most updated CV, alongside all supporting documents to my email. Please ensure your exact location is added.