Wealth Adviser Assistant

 

Recruiter:

Objective Personnel

Job Ref:

BOK002410/GA

Date posted:

Thursday, May 26, 2022

Location:

Durbanville, South Africa

Salary:

Market Related


SUMMARY:
A leader within the Financial Services industry seeks to employ a Wealth Adviser Assistant to join their successful team

JOB DESCRIPTION:

Qualification
  • Matric
  • BCom in finance/Investments/Financial planning law/ Financial sciences OR BCom in Economics
  • Studying towards CFP or CFA (Preferable)
Requirements
  • 2- 3 years’ experience in the financial services industry
Duties
  • Writing of quarterly investment reports
  • Customer relations
  • Fund Research
  • Equity research
  • Share Trading
  • Client reports
  • Analysis on equities and funds
  • Planning and strategizing
  • Client and broker meetings
  • Writing monthly business reports
  • Execute client orders
  • Client cash management

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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