Financial Services Professional

1 day ago


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

About The Recruitment Council

We are seeking a highly motivated Wealth Analyst to join our team of financial professionals. This role will play a pivotal part in delivering exceptional service to high-net-worth clients.

Key Responsibilities:

  • Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.
  • Proposal Development: Craft compelling proposals tailored to clients' unique financial needs and goals.
  • Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
  • Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.
  • Financial Expertise: Stay up-to-date on financial products, strategies, and risk management solutions.
  • Wealth Manager Support: Provide comprehensive support to Wealth Managers, including meeting preparation, research, and report drafting.
  • Compliance: Ensure all activities adhere to regulatory guidelines and industry best practices.
  • Client Onboarding: Facilitate a seamless onboarding experience for new clients.
  • Administrative Support: Manage CRM data, coordinate with third-party providers, and handle client requests.

Education & Experience:

  • Bachelor's degree in finance or a related field.
  • 5+ years of experience in wealth management.
  • CFP/CFA designation preferred.

Skills:

  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal abilities.
  • Proficient in Microsoft Office Suite, Bloomberg, and/or Morningstar.

Estimated Salary: $120,000 - $150,000 per annum



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