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Wealth Adviser Assistant

Job in Pretoria, 0002, South Africa
Listing for: Hire Resolve
Full Time position
Listed on 2025-12-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below

Overview

Job Title:

Wealth Adviser Assistant

Location:

Pretoria

Salary:
Competitive

The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment.

Key Responsibilities:

  • Assist Wealth Advisers with client meetings, including preparing presentations and documents
  • Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients
  • Help coordinate client events and seminars
  • Manage client communications and follow up on action items
  • Assist with account opening and maintenance processes
  • Maintain client records accurately and securely
  • Requirements:

    – Degree in finance, economics, business, or a related field
    – Previous experience in a financial advisory or wealth management role is highly preferred
    – Strong attention to detail and organizational skills
    – Excellent communication and interpersonal skills
    – Proficient in Microsoft Office suite
    – Ability to work independently as well as in a team
    – Knowledge of financial products and market trends

    This is an excellent opportunity for a motivated individual looking to gain experience in the financial services industry and work with a team of experienced Wealth Advisers. If you meet the requirements and are interested in this position, please submit your resume and cover letter.

    Contact Hire Resolve for your next career-changing move today!

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

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