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Wealth Adviser Assistant
Hire Resolve Thursday, 21 November 2024 54Job Summary
Job Title: Wealth Adviser AssistantLocation: 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
- 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 christine.e@hireresolve.us or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.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.
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