Senior Wealth Planning & Client Advisory Assistant

Hire Resolve; Bellville; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A reputable wealth management firm in Bellville is seeking a motivated Senior Wealth Assistant to support the Wealth Manager in client relationship management and financial analysis. The ideal candidate should have an NQF 5 & 6 in Wealth Management and 3–5 years of investment experience. This role involves developing custom investment strategies and monitoring client portfolios. If you are driven and ready for a rewarding challenge, apply now to join an esteemed team.

Qualifications

• Minimum of 3-5 years of experience in an investment space.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Support the Wealth Manager in all aspects of client relationship management.
• Conduct thorough financial analysis and prepare comprehensive financial plans.
• Collaborate with the Wealth Manager to develop custom investment strategies.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal abilities

Detail-oriented

Organizational skills

Education

NQF 5 & 6 in Wealth Management

Job description

A reputable wealth management firm in Bellville is seeking a motivated Senior Wealth Assistant to support the Wealth Manager in client relationship management and financial analysis. The ideal candidate should have an NQF 5 & 6 in Wealth Management and 3–5 years of investment experience. This role involves developing custom investment strategies and monitoring client portfolios. If you are driven and ready for a rewarding challenge, apply now to join an esteemed team.