Wealth Administrator

Reference: SJ 6376

Consultant: Sone Johnson

Description:

• Assisting client with application to various funds
• Obtaining clients application forms, mandates and FICA documentation
• Submitting all forms and relevant documents to the product suppliers for processing
• Confirming with client when application is finalized
• Processing of withdrawal, additional investments, switches, debit order changes, transfer and surrender instructions
• CCM payments

Qualifications:

• RE5
• Class of Business – Investments
• JSE Registered Securities Trader

How to Apply:

• Email your comprehensive CV to exceedhr@exceed.co.za.
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.