Wealth Assistant

RPO Recruitment

Port Elizabeth, Eastern Cape
R198,000-300,000 per year
Permanent
Full-time

23 days ago
Apply easily

RPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. 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.Responsibilities

Assist Wealth Managers in managing client portfolios
Perform data entry and maintain accurate client records
Prepare and organize documents for client meetings
Schedule client appointments and manage calendar
Assist in conducting market research and analysis
Prepare financial reports and presentations
Communicate with clients and respond to inquiries
Collaborate with team members to ensure smooth operations

Requirements

Matric certification
Minimum 2 years’ Experience in investment administration will be an advantage

Attention to detail and accuracy in data entry
Proficiency in Microsoft Office Suite
Strong communication and interpersonal skills
Ability to multitask and prioritize workload
Experience in the finance industry is a plus
Familiarity with financial software is a plus

Benefits

Salary: R198K/yr - R300K/yr, negotiable

RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.

Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today, contact Yusrah Farouk at RPO Recruitment or on LinkedIn
You can also visit the RPO Recruitment website:

or email us your CV:We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

RPO Recruitment