Wealth Manager - Cape Town

Headhunters; South Africa; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Medical aid & retirement benefits

Training & mentorship

Certifications opportunities

Collaborative team environment

Job summary

Headhunters in Soweto is seeking a motivated Junior Financial Advisor to join their supportive team. This entry-level role offers hands-on experience in client advisory services, helping to develop financial plans and learn investment products under senior guidance.

You will gain exposure to personal finance, market trends, and regulatory requirements while building client management skills. The position includes comprehensive training, mentorship, and opportunities for professional

Qualifications

• Bachelor's degree in Finance or related field required.
• Entry-level position; internship or relevant experience advantageous.
• Strong interest in personal finance and investment management.

Responsibilities

• Assist senior advisors in preparing financial plans and investment recommendations.
• Conduct client needs assessments and gather financial information.
• Support client servicing activities, including answering inquiries and scheduling meetings.
• Learn and stay updated on financial products, market trends, and regulatory requirements.
• Help manage client relationships under the guidance of senior advisors.
• Administrative tasks supporting the financial advisory team.

Skills

Communication skills

Customer service

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Job description

Junior Financial Advisor – Soweto

Our client is seeking an ambitious and motivated Junior Financial Advisor to join their supportive team in Soweto . This entry-level position offers an excellent opportunity for individuals passionate about finance to kick-start their career in client advisory services. You will work closely with senior advisors, assist in developing financial plans for clients, and learn the intricacies of investment products and financial markets. The ideal candidate is eager to learn, possesses strong communication skills, and is dedicated to helping clients achieve their financial goals. This role is focused on building foundational knowledge and client management skills within a dynamic financial services environment.

Key Responsibilities

• Assist senior financial advisors in preparing financial plans and investment recommendations.
• Conduct client needs assessments and gather financial information.
• Support client servicing activities, including answering inquiries and scheduling meetings.
• Learn and stay updated on financial products, market trends, and regulatory requirements.
• Help manage client relationships under the guidance of senior advisors.
• Administrative tasks supporting the financial advisory team.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Entry-level position, but prior internship or relevant work experience is advantageous.
• Strong interest in personal finance and investment management.
• Excellent communication, interpersonal, and customer service skills.
• Proficiency in Microsoft Office Suite, particularly Excel.

Benefits

• Competitive starting salary with performance-based incentives.
• Comprehensive medical aid and retirement benefits.
• Extensive training and mentorship program provided by experienced professionals.
• Opportunities for career advancement and professional certifications (e.g., RE5, FAIS).
• A collaborative and encouraging team atmosphere in Soweto.