Pretoria: Wealth Adviser Assistant posted by Hire Resolve

Location: Pretoria

Salary: Competitive

The 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 organizational skills, and the ability to work in a fast-paced environment.

Key Responsibilities:

• Assist Wealth Advisers with client meetings, including preparing presentations and documents
• Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients
• Help coordinate client events and seminars
• Manage client communications and follow up on action items
• Assist with account opening and maintenance processes
• Maintain client records accurately and securely

Requirements:

– Degree in finance, economics, business, or a related field
– Previous experience in a financial advisory or wealth management role is highly preferred
– Strong attention to detail and organizational skills
– Excellent communication and interpersonal skills
– Proficient in Microsoft Office suite
– Ability to work independently as well as in a team
– Knowledge of financial products and market trends

This is an excellent opportunity for a motivated individual looking to gain experience in the financial services industry and work with a team of experienced Wealth Advisers. If you meet the requirements and are interested in this position, please submit your resume and cover letter.

Contact Hire Resolve for your next career-changing move today!

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Christine at *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.