Requirements

Matric with relevant tertiary qualification

Min 3-5 years’ experience in investment and planning environment

Tyrus – In-house system

Microsoft packages


Responsibilities

Follow up on various instructions with internal and external stakeholders

Attend to client queries

Attend client presentation, Prospecting events and interact with clients

Friendly and caring to the client in all endeavours

Prepare documentation for client meetings

Complete all documentation, Mandates, applications forms

Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.

Adhering to any outstanding requests from internal and external clients