Wealth Assistant – Cape Town – Bellville Port Elizabeth R24 CTC

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Job Category

Skilled Full-Time


Job Title

Wealth Assistant – Cape Town – Bellville Port Elizabeth R24 CTC


Job Summary

To provide the required and relevant professional assistance to the Wealth Managers in the administration and implementation of clients’ financial reviews and investment instructions

 

Formal Education

  • Matric
  • RFP 1 + 2 would be advantageous

Experience:

  • Administrative/secretarial experience is essential
  • 2-3 years’ experience in the investment financial industry would be advantageous

Knowledge

  • Proficient in Microsoft Windows (Word, Excel, Powerpoint, Outlook)
  • Competent on service provider’s website functionalities
  • Initiative and proactive
  • Time management
  • Enthusiasm and drive
  • Persuasive communication
  • Results driven
  • Service delivery
  • Team player
  • Ability to work under pressure
  • Attention to detail
  • Ability to multitask and prioritize

Send CV and Certificates to cv.hroptions@gmail.com only shortlisted candidates will be contacted.

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Requirements


Duties


Additional Information


Job Location:

Bellville, Cape Town, South Africa


Salary:

R 24000


Closing Date:

2019-04-30


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