Assistant Wealth Adviser wanted urgently: APPLY NOW

Johannesburg, Gauteng
Full-time, Permanent

This position is to assist with para-planning, administrations and client services.

Responsibilities:

Research product information
Preparing and implementing investment proposals
Handling of new applications and quotations
Cash flow and performance calculations
Handling and solving of client inquiries
Maintaining CRM system
Taking notes in client meetings
Preparing and distributing monthly/quarterly statements

Minimum Requirements

Completed Bachelor of Commerce in Finance or BCom (Economics)
2 years relevant work experience within the financial services industry
Computer literacy
Good in both spoken and written English and one other language
Competencies

Analytical skills
Problem-solving skills
Ability to work under pressure
Time management skills

Job Types: Full-time, Permanent

Experience:

financial services: 2 years (Preferred)

Work Remotely: No

Apply Now

Source: Indeed