| Date | 2024-06-09 |
|---|---|
| Job Title | Assistant Wealth Manager |
| Employer | Network Finance More Information |
| Salary | 0 |
| Category | Sales Marketing |
| Location |
Eastern Cape / Barkly East |
Job Summary
Location: Eastern Cape
Are you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. This is an excellent opportunity to start your career in wealth management with a leading firm dedicated to excellence and client satisfaction.
Key
Responsibilities:
- Support Wealth Advisors in managing client portfolios and preparing financial plans
- Assist in the preparation of investment recommendations and financial reports
- Conduct market research and analysis to provide insights for client portfolios
- Maintain and update client records and documentation
- Communicate with clients to schedule appointments and follow up on inquiries
- Collaborate with team members to ensure seamless client service
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field
- At least 1 year of work experience in a financial services role (internships included)
- Strong understanding of financial principles and investment products
- Proficiency in financial software and MS Office Suite, especially Excel
- Excellent communication, organizational, and analytical skills
- High level of integrity and professionalism
What We Offer:
- Competitive salary and benefits package
- Comprehensive training and mentorship programs
- Opportunities for professional growth and development
- Collaborative and supportive work environment
- Access to cutting-edge financial tools and resources
For more information contact:
Camryn Mearns
Specialist Consultant: Finance
Network Finance
Assistant Wealth Manager position available in Eastern Cape, Barkly East. This job position was posted by Network Finance. The job has been posted as a char8000 ad on 2024-06-09 at 01:15:15 in the Sales Marketing category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Port Alfred: Wealth Assistant – Eastern Cape
Wealth Assistant - Eastern Cape Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position in the Eastern Cape (
View Job
Wealth Assistant – Eastern Cape
Barkly East: Assistant Wealth Manager
Location: Eastern Cape Are you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team.
View Job
Assistant Wealth Manager
Cape Town: Assistant Wealth Manager posted by The Recruitment Council
The role is purely back-office: Assistant Wealth Manager position available in Western Cape, Cape Town. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2024-06-08 at 13:44:42 in the Professions category
View Job
Assistant Wealth Manager
Cape Town: Wealth Assistant €“ Cape Town posted by The Recruiters
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN Job summary One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Wealth Assistant. The main objective of this role is to assis
View Job
Wealth Assistant €“ Cape Town
Paarl: Wealth Advisor Assistant posted by FROGG Recruitment
Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive a
View Job
Wealth Advisor Assistant
Barkly East: Assistant Wealth Manager posted by Network Finance
Location: Eastern CapeAre you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. T
View Job
Assistant Wealth Manager
Pretoria: Wealth Adviser Assistant posted by Hire Resolve
Job Title: Wealth Adviser AssistantLocation: PretoriaSalary: CompetitiveThe Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizat
View Job
Wealth Adviser Assistant