Location
cape town
Posted
June 05, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Responsibilities:
Requirements:
- Prepare and collate new client onboarding documentation
- Oversee the management and updating of client CRM profile
- Liaise with external and internal providers on client specific queries
- Resolve and manage admin related queries or issues with clients directly
- Manage preparation of client review packs
- Apply basic knowledge of the FAIS General Code of Conduct in daily work
- Draft and/or check Record of Advice and Replacement disclosure forms
- Ensure CDD on all clients based on their risk profile according to FICA and company RMCP
- Ensure a basic level of product knowledge by keeping up to date with products
- Compile proposal documents based on the Wealth Manager instruction
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines
Requirements: