Location: Bellville CT

Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client`s team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning needs.

– Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication.
– Conduct thorough financial analysis and prepare comprehensive financial plans for clients.
– Collaborate with the Wealth Manager to develop custom investment strategies and asset allocation recommendations.
– Assist in monitoring client portfolios and conducting regular reviews to ensure alignment with financial goals.
– Coordinate with internal and external partners to execute client transactions and resolve any issues or concerns.
– Stay up-to-date on industry trends, regulations, and best practices in wealth management.

Qualifications:
– NQF 5 & 6 in Wealth Management
– Minimum of 3-5 years of experience in an investment space
– Strong analytical and problem-solving skills.
– Excellent communication and interpersonal abilities.
– Detail-oriented and organized with the ability to handle multiple priorities.

This is an excellent opportunity for a driven and experienced professional to take on a challenging and rewarding role in the wealth management industry. If you meet the qualifications and are ready to contribute to our client`s team success, we would love to hear from you. Apply now to join our client`s team as a Senior Wealth Assistant.

Apply:
Send your CV to Hire Resolve
Senior Wealth Assistant – Bellville – Financial Services position available in Western Cape, Bellville. This job position was posted by Hire Resolve. The job has been posted as a char8000 ad on 2025-04-21 at 00:13:39 in the Finance Accounting category