Overview
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.
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Our client is offering a highly competitive salary for this role based on experience. Full Time
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