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.
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.
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