Trainee Wealth Manager Assistant

An exciting opportunity exists for a highly numerate, detail orientated, organised, driven person with an interest / background in wealth / asset management to support a highly successful wealth management concern situated in Claremont.

Reporting to the wealth manager, the ideal candidate will have an appropriate tertiary qualification, or studying towards it, preferably in the financial sector. In addition, your proven administrative ability will be essential.
You will need to be highly computer literate as you will be working on numerous computer systems. Microsoft Office skills especially MS Word and MS Excel are essential.
Duties will include but not limited to:
• to effectively assist in maintaining and developing a leading wealth management division through the support of the allocated Wealth Manager
• the preparation of detailed financial analysis and deal processing,
• client liaison and relationship development
Requirements:
• B.Com/ equivalent degree (advantageous)
• Minimum of 2 years’ experience
• FICA & FAIS compliance knowledge
• Knowledge of investment products
• MS Word, Outlook, PowerPoint, Excel
• Interest in completing a CFP to developing a career path in Wealth Management
• Financial needs analysis exposure to spotlight would be advantageous

Aptitude/Proficiency:
• Ability to work under authority
• Planning and organising
• High Initiative
• Teamwork
• Attention to detail