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Assistant Wealth Manager
2 weeks ago
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.
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 plansAssist in the preparation of investment recommendations and financial reportsConduct market research and analysis to provide insights for client portfoliosMaintain and update client records and documentationCommunicate with clients to schedule appointments and follow up on inquiriesCollaborate with team members to ensure seamless client serviceQualifications:Bachelors degree in Finance, Economics, Business, or a related fieldAt least 1 year of work experience in a financial services role (internships included)
Strong understanding of financial principles and investment productsProficiency in financial software and MS Office Suite, especially ExcelExcellent communication, organizational, and analytical skillsHigh level of integrity and professionalismWhat We Offer:
Competitive salary and benefits packageComprehensive training and mentorship programsOpportunities for professional growth and developmentCollaborative and supportive work environmentAccess to cutting-edge financial tools and resources For more information contact:Camryn Mearns
Specialist Consultant:
Finance
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