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Wealth Management Associate

1 week ago

Randburg, Gauteng, South Africa Interdot Solutions Full time
Required Skills and Qualifications

To be successful in this role, you will need to have gained at least 2 years of experience in the investment industry conducting administration and support to Portfolio Managers. A completed Bachelor of Commerce in business/economics/investments related and ideally an Honours degree are essential. You must also have completed CFA level 1 and be fluent in English and Afrikaans to enable you to deal directly with clients.

A strong understanding of investment operations and portfolio management principles is necessary, as well as excellent communication and interpersonal skills.