Wealth Analyst

3 weeks ago

stellenbosch Western Cape, South Africa The Recruitment Council Full time

Job Title: Wealth Analyst
Location: Stellenbosch

Job Description

The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.

Key Responsibilities

  • Client Liaison & Retention Management:
    The Wealth Analyst builds and maintains rapport with clients, ensuring their needs are understood and addressed. They manage follow-ups and communication regarding client concerns and objectives.

  • Wealth Management & Planning Support:
    This individual assists in preparing complex reports and proposals for the Senior Wealth Manager. They develop review packs and provide performance updates for client portfolios, while also conducting Financial Needs Analysis (FNA) and ensuring all documentation is complete.

  • Operational Support:
    The Wealth Analyst attends client and service provider meetings on behalf of the Wealth Manager, taking detailed notes and preparing recap emails that summarize key points and next steps. They ensure compliance with internal controls and regulatory guidelines.

  • Reporting & Documentation:
    They maintain accurate records of Wealth Manager reports and client interactions, organizing and saving proposals and relevant documents on shared drives.

  • Research & Continuous Learning:
    The Wealth Analyst stays updated on financial products, funds, and best practices in wealth management, collaborating with risk specialists to address client needs and concerns.

Skills and Qualifications

  • Technical Proficiency:
    Proficient in Microsoft Office (Excel, PowerPoint, Word); familiarity with Bloomberg and/or Morningstar is advantageous.

  • Analytical Skills:
    Sharp analytical and quantitative skills with strong commercial awareness.

  • Project Management:
    Proven ability to manage multiple projects simultaneously while maintaining attention to detail.

  • Education:
    A relevant BCom Degree, with CFP/CFA preferred or in progress, and FAIS compliance.

  • Experience:
    A minimum of 5 years as a Wealth Analyst, focusing on high-net-worth clients, with strong interpersonal skills and a compliance-oriented mindset.

Personal Attributes

  • Planning and Organizing:
    Effectively manages workload and proactively sets goals.

  • Teamwork:
    Collaborative spirit, supporting team goals and sharing information.

  • Communication:
    Strong written and verbal communication skills, with the ability to engage with clients at all levels.

  • Quality Assurance:
    Commitment to delivering high-quality, accurate work and reviewing team outputs for consistency.

  • Client Orientation:
    Dedicated to understanding and meeting client needs, taking ownership of client matters.

  • Wealth Analyst

    3 weeks ago

    Stellenbosch, South Africa Jobted ZA C2 Full time

    Job Title: Wealth Analyst Location: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities - Client Liaison & Retention...

  • Wealth Analyst

    3 weeks ago

    Stellenbosch, South Africa The Recruitment Council Full time

    Job Title: Wealth AnalystLocation: StellenboschJob DescriptionThe Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key ResponsibilitiesClient Liaison & Retention...

  • Wealth Analyst | Stellenbosch

    5 months ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You'll play a pivotal role in delivering exceptional service to our high-net-worth clients. Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates. Proposal...

  • Wealth Analyst | Stellenbosch

    5 months ago

    Stellenbosch, South Africa The Recruitment Council Full time

    Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You'll play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.Proposal Development:...

  • CRM Business Analyst

    2 months ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    iGrow Wealth Investments: CRM Business AnalystWe are seeking a highly skilled CRM Business Analyst to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for leading day-to-day system management and optimization, reporting, and data analysis.Key Responsibilities:Lead system management and optimization...

  • CRM Business Analyst

    2 months ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    iGrow Wealth Investments: CRM Business Analyst Job DescriptionWe are seeking a highly skilled CRM Business Analyst to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for leading day-to-day system management and optimization, reporting, and data analysis.Key Responsibilities:Lead system management...

  • Wealth Management Specialist

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Wealth Management SpecialistJob OverviewThe Recruitment Council is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.Key...

  • Wealth Management Specialist

    4 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Key ResponsibilitiesThe Wealth Analyst will play a pivotal role in delivering exceptional service to high-net-worth clients, building strong relationships, and conducting portfolio reviews. Key responsibilities include:Client Engagement: Develop and maintain strong relationships with clients, conduct regular portfolio reviews, and present financial...

  • Financial Analyst Trainee

    2 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Financial Analyst Trainee OpportunityIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a Financial Analyst Trainee to join their team in Cape Town.To be successful in this role, you will need:A completed BCom in Management Accounting or Financial ManagementExcellent written and verbal communication skillsWorking...

  • CRM Business Analyst

    1 month ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    iGrow Wealth InvestmentsWe are seeking a highly skilled CRM Business Analyst to join our team in Cape Town. As a key member of our organization, you will be responsible for leading day-to-day system management and optimization, reporting, and data analysis.Key Responsibilities:Lead system management and optimization to ensure maximum efficiencyDevelop and...

  • CRM Business Analyst

    2 months ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments: Seeking a Dynamic CRM Business AnalystWe are a leading property investment company in South Africa, and we're looking for a talented CRM Business Analyst to join our team in Cape Town. As a key member of our team, you will play a crucial role in driving business growth and improving customer relationships.Key Responsibilities:Lead...

  • Business Intelligence Analyst

    4 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Business Intelligence AnalystiGrow Wealth Investments is seeking a Business Intelligence Analyst to join their team in Cape Town. Requirements:MatricA degree in Business Administration, Information Technology, Computer Science, Marketing, or a related field3-5 years experience in a CRM Analyst role preferably in financial servicesSelfstarter with strong...

  • Senior Financial Analyst

    4 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    iGrow Wealth InvestmentsWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Prepare and review financial reports, including balance sheets, income...

  • Wealth Management Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, ensuring the smooth execution of administrative duties and adherence to...

  • CRM Business Analyst

    2 months ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, a leading property investment company, is seeking a dynamic and forward-thinking CRM Business Analyst to join their team in Cape Town.**Requirements:**MatricA degree in Business Administration, Information Technology, Computer Science, Marketing, or a related field3-5 years experience in a CRM Analyst role preferably in financial...

  • CRM Business Analyst

    4 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    iGrow Wealth Investments, a leading property investment company, is seeking a highly skilled CRM Business Analyst to join their team in Cape Town.Requirements:MatricA degree in Business Administration, Information Technology, Computer Science, Marketing, or a related field3-5 years experience in a CRM Analyst role preferably in financial servicesSelf-starter...

  • Wealth Management Analyst

    3 weeks ago

    Cape Town, South Africa Spane4all Full time

    Wealth Management Analyst Apply to locations: Cape Town Time type: Full time Posted on: Posted Yesterday Time left to apply: End Date: October 31, 2024 (5 days left to apply) Job requisition ID: R23868 Job Description To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as...

  • Financial Services Specialist

    2 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Wealth AnalystKey Responsibilities:The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key Responsibilities:Client Liaison & Retention Management:The Wealth...

  • Financial Services Specialist

    2 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Wealth AnalystOverview:The Recruitment Council is seeking a highly skilled Wealth Analyst to support our team of financial professionals. As a key member, you will play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio...

  • Investment Analyst

    2 weeks ago

    Cape Town, South Africa Nedbank Full time

    **Job Classification** **Requisition - 136833** - Melissa Cloete**Cluster - **Nedbank Wealth Cluster - Wealth Management SA Division - Investments**Location** - Cape Town**Closing Date** - 17 November 2024**Please Note - Preference will be given to applicants from Underrepresented Groups** - Job Family- Investment Banking - Career Stream- Investments -...