Wealth Adviser Assistant
Hire Resolve
- R16,700 - R18,300 per month
- Permanent Senior position
-
Pretoria
- Posted 26 Mar 2024 by Hire Resolve
-
Job 2558696 - Ref 82824
About the position
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 Address Removed] or on LinkedIn
- You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed].com
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.
Desired Skills:
- Wealth Adviser Assistant
- Wealth Adviser Assistant
- Wealth Adviser Assistant
Hire Resolve
About the agency
Hire Resolve is a specialist Recruitment & Staffing firm founded in 2004.
Hire Resolve is focused on finding career seekers a work environment that best suits them. Our goal is your workplace satisfaction.
We operate in the engineering, finance, IT, mining, supply chain, trade and technical industries.
The Hire Resolve team prides itself on its technical & industry knowledge. The consultants at Hire Resolve are very well-established in their community - they are industry-savvy & technically competent.
We offer a personalized experience for each individual, to guarantee that you find the best possible position for your career growth.
If you are looking for an exciting new career opportunity get in touch and connect with one of our skilled consultants today!
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