Senior Wealth Assistant - Bellville - Financial Services
Senior Wealth Assistant - Bellville - Financial Services
Posted on :
21-04-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
21-04-2025
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!
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!
Package & Remuneration
R250 000 R450 000 per annum
About Us
Hire Resolve is a Recruitment Agency in South Africa that focuses on working the following jobs in South Africa.
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
Civil Engineering jobs in South Africa. Johannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Mechanical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Electrical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Construction jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Quantity Surveying jobs in South AfricaJohannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Finance Recruitment Agency in South Africa focusing on the following disciplines.
Finance jobs in South Africa. Johannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Actuarial jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Investment jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Financial riskjobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Tax jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Audit Jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Mining Recruitment Agency in South Africa.
Mining jobs in Johannesburg Rustenburg Limpopo Northern Cape Mpumalanga and more.
Manufacturing jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
Supply Chain jobs inSouth Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
IT jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
View our jobs below.
Need staff. Email us.
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
Civil Engineering jobs in South Africa. Johannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Mechanical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Electrical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Construction jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Quantity Surveying jobs in South AfricaJohannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Finance Recruitment Agency in South Africa focusing on the following disciplines.
Finance jobs in South Africa. Johannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Actuarial jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Investment jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Financial riskjobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Tax jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Audit Jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Mining Recruitment Agency in South Africa.
Mining jobs in Johannesburg Rustenburg Limpopo Northern Cape Mpumalanga and more.
Manufacturing jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
Supply Chain jobs inSouth Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
IT jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
View our jobs below.
Need staff. Email us.
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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