Wealth Adviser Assistant

4 weeks ago


Benoni, Gauteng, South Africa The Recruitment Council Full time
Unlock Your Potential in Wealth Management

Are you ready to embark on a rewarding career in the financial services industry? Our esteemed client, a forward-thinking financial services firm, is seeking a motivated and detail-oriented Wealth Adviser Assistant to join their team. This is an exceptional opportunity to work with a team of experienced professionals and make a real impact on clients' financial futures.

Key Responsibilities:
  • Manage office administration and ensure seamless day-to-day operations.
  • Interact with clients by managing relationships and providing exceptional client services.
  • Implement new business strategies and marketing plans to drive growth.
  • Manage reception duties and ensure a positive client experience.
Requirements:
  • Completed BCom Degree (preferably majoring in Information Systems, Analytics, and Investment Planning/Risk Management) or BCom (Economics).
  • 0-2 years of experience in the financial services industry.
  • Paraplanning experience is advantageous.
  • Proficient in both spoken and written English and at least one other official South African language.
  • Strong computer literacy (MS Office) and highly competent in Excel and PowerPoint.
Competencies:
  • Customer Service.
  • Effective Communication skills (verbal & written).
  • Problem-solving.
  • Attention to detail.
  • Team player.


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