| Date | 2024-09-16 |
|---|---|
| Job Title | Wealth Adviser Assistant |
| Employer | Hire Resolve More Information |
| Salary | 0 |
| Category | Administration Pa Secretary |
| Location |
Gauteng / Pretoria |
Job Summary
Job Title: Wealth Adviser Assistant
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.
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