Financial Services Specialist
3 weeks ago
The Recruitment Council is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our Wealth Management department, you will be 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. You will work closely with senior wealth managers to prepare complex reports and proposals, develop review packs, and provide performance updates for client portfolios. Additionally, you will conduct Financial Needs Analysis (FNA) and ensure all documentation is complete.
Key Responsibilities:
- Client Liaison & Retention Management
- Wealth Management & Planning Support
- Operational Support
- Reporting & Documentation
- Research & Continuous Learning
Requirements:
- Technical Proficiency
- Analytical Skills
- Project Management
- Education
- Experience
Estimated Salary: R550,000 - R650,000 per annum. Located in Stellenbosch, South Africa.
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