Omf Financial Consultant (Kuilsriver)

Wealth Management Associate

Cape Town, Western Cape   Conova Recruitment

Posted 2 days ago

Job Description

Key Responsibilities :

• 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 is done 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 and recommendations
• Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines

Requirements :

What We Offer :

Ideal Candidate :

This role is best suited for a dynamic and confident professional who thrives in a results-driven environment, enjoys networking, and is passionate about helping clients achieve their financial goals.

How to Apply :

If you meet the above requirements and are ready to grow your career in a high-performance environment, please submit your comprehensive CV and a short motivational letter outlining your experience and commitment to the financial services industry.

Job Type : Full-time

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