Description of the role 

  Partnering with, and providing operational and administrative support to the Wealth Manager

  This includes but is not limited to:

• Manage and streamline all admin processes for the investment manager.
• Client assistance with; onboarding and account opening, additions and repurchases, ad hoc and regular payments from their investment portfolio, loading and processing of payments.
• Manage ad hoc client queries, reporting and administrative matters.
• Note and record client instructions, e.g., investment restrictions, income requirements etc.
• Worked and engage with outside product providers and LISPs.
• Assist investment manager with client query management and resolution.
• Assist in maintaining internal stakeholder relationships.
• Attend training seminars – internal and external to ensure that there is continuous professional development.
• Fundamental understanding of asset allocation and the importance of it.
• Understanding of tax planning, Situs Tax, CGT, and Income tax knowledge preferable.
• Product and competitor knowledge, proposal preparation

Description of the skill and experience required 

• Relevant tertiary qualification, and financial planning/investment planning qualification preferable
• 3+ Years in experience in financial services industry
• Worked and engaged with outside product providers and LISPs (preferable but not essential)
• Strong communicator with impeccable time management skills
• Functions effectively under pressure

Investec Culture 

At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.

We value individuals who in turn value our culture that is, a can-do attitude while challenging convention.

Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.

We are committed to diversity and inclusion when recruiting internally and externally.