RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.
The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds. Your main responsibilities will include data entry, document preparation, scheduling client appointments, and maintaining client records. Additionally, you will provide support in conducting market research, preparing financial reports, and assisting with client communication.
If you have excellent organizational skills, attention to detail, and a passion for the finance industry, we would love to hear from you.
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Benefits
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