Wealth Assistant (Cape Town, South Africa)

Job Description

Responsibilities:

– Assist wealth managers in preparing financial plans and investment proposals for clients
– Coordinate and schedule client meetings and follow-up on action items
– Maintain client records and ensure all information is accurate and up-to-date
– Monitor client portfolios and alert wealth managers to any changes or opportunities
– Act as a point of contact for clients, responding to inquiries and providing excellent customer service
– Assist with researching investment opportunities and preparing reports for clients

Requirements:

– Bachelor’s degree in finance, business, economics, or a related field
– Minimum 2 years’ experience in wealth management or financial planning preferred
– Strong analytical and problem-solving skills
– Excellent communication and interpersonal skills
– Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
– Ability to work independently and as part of a team
– Knowledge of financial markets and investment products

Benefits:

Salary: negotiable
Private Health Insurance
Family Leave (Maternity, Paternity)
Training and Development
Paid Time Off (PTO) (if applicable)
Performance Bonus
Contact RPO Recruitment for your next career opportunity.

Salary: negotiable

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