- Action requests received from your dedicated Wealth Manager/s in a timely manner.
- Manage and capture prospect leads on the CRM system.
- Ensuring all client information and documentation is easily and readily accessible on SharePoint.
- Update and manage Anchor’s CRM systems - Loading new business, switches, and top-ups.
- Handle and solve client inquiries.
- Respond to client emails in a timely and professional manner.
- Prepare and implement investment proposals.
- Gathering FICA and FAIS documents from new and existing clients.
- Prepare onboarding documents - Due Diligence, Mandates, Record of Advice, etc.
- Following up on new business applications and transactions in progress - ensuring they are completed in a timely
manner.
- Submit outstanding requirements as received from the internal accounts team and service providers.
- Following the company's internal compliance requirements and guidelines to ensure compliance with the FSCA.
- Action payment instructions and ensure they are completed according to the SLAs.
- Maintenance of existing business - Switches, withdrawals, additional investments, etc
- Prepare and distribute monthly/quarterly/annual statements/ tax certificates to clients.
- Account Opening - Submitting various institutional investment accounts for opening.
- Forex trades - Requesting FX conversions for offshore investments (i.e., ZAR to USD)
- Loading and sending documents to clients VIA DocuSign.
- Prepare investment review documents.
- Maintain Service Level agreement deadlines
Pay: R25 000,00 - R30 000,00 per month
Work Location: In person
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