Assistant Wealth Manager

3 weeks ago


Barkly East, South Africa Network Recruitment Full time
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:
  • Bachelors 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


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