Junior Wealth Advisor

SUMMARY:
Our Client a Wealth Management Specialist has an exciting opportunity for a, young, qualified individual to elevate their career and level of stimulation by performing, in a junior adviser and client liaison role. Excellent opportunity for a successful long-term career within an established firm based in the Southern Suburbs, Cape Town.

POSITION INFO:

REQUIREMENTS

Matric, Bachelor’s degree in finance, accounting or other recognised field and an equivalent work experience

Committed, driven, results orientated with ability to build strong client relationships

Exceptionally well-presented and eloquent

Excellent client service offering

Ability to use initiative and originate new ideas

Willingness to own the role and extend oneself out of your comfort zone

Ability to analyse and understand financial data

Strong written and verbal communication skills

Ability to study towards a recognised qualification.

DUTIES

Maintain appropriate skills and knowledge to provide specialist, professional independent financial advice in all relevant business areas.

Meticulous attention to accuracy.

Conduct periodic reviews with individual clients as agreed with the client.

Meet continuing professional development objectives.

Engage with service providers and fund managers on portfolio performance queries.

The ability to interpret a client review with the commensurate ability to explain this to a client effectively.

Maintain and update records on the internal Client Relationship Management (CRM) system.

Attend client meetings and industry training sessions from time to time.

Studying towards a recognised qualification.

Salary: R   dependent on experience

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