Job Description
About the Role
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.
Key Responsibilities
- 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.
Requirements
- 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.
Qualifications
- Completed Bachelor’s degree in a relevant field (no specific degree mentioned)
Salary & Benefits
[Salary information not provided, so this section is skipped] [Note: The salary and benefits information was not included in the original job description.]
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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