Senior Wealth Planning & Client Advisory Assistant

Hire Resolve; Bellville; Presencial; ZAR 300.000 - 600.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Analytical skills

Problem-solving skills

Communication skills

Interpersonal abilities

Detail-oriented

Organizational skills

Educación

NQF 5 & 6 in Wealth Management

Descripción del empleo

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.