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Junior Wealth Management Associate

3 weeks ago

Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time
Job Description:

As a Junior Wealth Management Associate at Ground One Direct Marketing, you will play a key role in providing financial advice and support to clients. Your responsibilities will include assisting clients with financial planning and investment decisions, as well as managing client accounts and maintaining accurate records of transactions. You will also conduct market research to stay updated on financial products and trends, and work closely with senior financial advisors to develop and implement financial plans. Additionally, you will handle client inquiries and resolve issues promptly, while ensuring compliance with all financial regulations and company policies. If you have excellent communication and interpersonal skills, and are detail-oriented with a high level of accuracy, we encourage you to apply for this exciting opportunity.

What We Offer:
  • A dynamic and supportive work environment.
  • The opportunity to work with a leading financial services company.
  • Ongoing training and development opportunities.
  • A competitive salary and benefits package.