drjobs Senior Wealth Assistant - Bellville - Financial Services

Senior Wealth Assistant - Bellville - Financial Services

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Job Location drjobs

Bellville, OH - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Description

Job Title: Senior Wealth Assistant

Location: Bellville CT

Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our clients team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning needs.

Responsibilities:
Support the Wealth Manager in all aspects of client relationship management including new client onboarding account maintenance and ongoing client communication.
Conduct thorough financial analysis and prepare comprehensive financial plans for clients.
Collaborate with the Wealth Manager to develop custom investment strategies and asset allocation recommendations.
Assist in monitoring client portfolios and conducting regular reviews to ensure alignment with financial goals.
Coordinate with internal and external partners to execute client transactions and resolve any issues or concerns.
Stay uptodate on industry trends regulations and best practices in wealth management.

Qualifications:
NQF 5 and 6 in Wealth Management
Minimum of 35 years of experience in an investment space
Strong analytical and problemsolving skills.
Excellent communication and interpersonal abilities.
Detailoriented and organized with the ability to handle multiple priorities.

This is an excellent opportunity for a driven and experienced professional to take on a challenging and rewarding role in the wealth management industry. If you meet the qualifications and are ready to contribute to our clients team success we would love to hear from you. Apply now to join our clients team as a Senior Wealth Assistant.

Apply:
Send your CV to

Visit our website:


Connect with Lidene Pienaar on LinkedIn today for daily updates on our newest roles!

Should you not hear back from us within 35 Days please deem your application as unsuccessful and we will reach out with a more suitable role should one become available!
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Required Experience:

Senior IC

Employment Type

Full-Time

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