Job Description
ENVIRONMENT:
Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service.
DUTIES:
- Assist with onboarding, investment proposals & client queries
- Manage CRM updates & documentation
- Ensure compliance with FSCA standards
- Maintain service excellence across all touchpoints
REQUIREMENTS:
- Relevant bachelor’s degree
- Strong MS Office & MS Teams skills
- RE exam qualification (advantageous)
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Submit your application today and join our talented team at DataFin Recruitment.
Submit ApplicationJob Details
- Location Umhlanga, KwaZulu-Natal
- Job Type Full Time
- Category Supervisors of Office and Administrative Support Workers
- Posted Date June 12, 2026
- Application Deadline July 22, 2026