Wealth Adviser Assistant

Recruiter:

Objective Personnel

Job Ref:

BOK002410/GA

Date posted:

Thursday, May 26, 2022

Location:

Durbanville, South Africa

Salary:

Market Related

JOB SUMMARY:
A leader within the Financial Services industry seeks to employ a Wealth Adviser Assistant to join their successful team

JOB DESCRIPTION:

Qualification

Matric
BCom in finance/Investments/Financial planning law/ Financial sciences OR BCom in Economics
Studying towards CFP or CFA (Preferable)

Requirements

2- 3 years’ experience in the financial services industry

Duties

Writing of quarterly investment reports
Customer relations
Fund Research
Equity research
Share Trading
Client reports
Analysis on equities and funds
Planning and strategizing
Client and broker meetings
Writing monthly business reports
Execute client orders
Client cash management

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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