Job title: Wealth Manager Assistant
Job type: Permanent
Emp type: Full-time
Location: Cape Town, CBD
Salary type: Annual
Salary from: ZAR 216,000.00
Salary to: ZAR 270,000.00
Job published: 23/08/2019
Job ID: 51531

Job Description

Wealth Manager Assistant Job 51531 - Cape Town, CBD - CA Financial Appointments

A prestigious boutique investment advisory company is seeking the skills of a Wealth Manager Assistant. Someone with excellent communication skills and who is commercially minded would suit this environment well.

Responsibilities: 

  • Execution of investment instructions
  • Collating client and investment reports
  • Communicating with clients
  • Liaising with financial institutions
  • All other back-office functions
  • Sharing of front desk duties

Requirements:

  • Min 1-3-year experience in this field having worked in a similar environment
  • Finance/investment-related qualification would be an added advantage
  • Career orientated
  • Have a positive attitude towards their work
  • Proficient in MS Office suite

 

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