Wealth Adviser Assistant

7 days ago

Pretoria, Gauteng, South Africa Hire Resolve Full time R120 000 - R180 000 per year
Job Title: Wealth Adviser Assistant

Location: Pretoria

Salary: Competitive

The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment.

Key Responsibilities:
  • Assist Wealth Advisers with client meetings, including preparing presentations and documents
  • Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients
  • Help coordinate client events and seminars
  • Manage client communications and follow up on action items
  • Assist with account opening and maintenance processes
  • Maintain client records accurately and securely
Requirements:

- Degree in finance, economics, business, or a related field
- Previous experience in a financial advisory or wealth management role is highly preferred
- Strong attention to detail and organizational skills
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office suite
- Ability to work independently as well as in a team
- Knowledge of financial products and market trends

This is an excellent opportunity for a motivated individual looking to gain experience in the financial services industry and work with a team of experienced Wealth Advisers. If you meet the requirements and are interested in this position, please submit your resume and cover letter.

Contact Hire Resolve for your next career-changing move today

  • Our client is offering a highly competitive salary for this role based on experience.
  • Apply for this role today, contact Christine at [email protected] or on LinkedIn
  • You can also visit the Hire Resolve website: or email us your CV: [email protected]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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