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Wealth Adviser Assistant

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Hire Resolve
📍 Pretoria, South Africa
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Location Pretoria
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Posted May 27, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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Job Description

Overview

Job Title: Wealth Adviser Assistant

Location: Pretoria

Salary: Competitive

The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment.

Key Responsibilities:

  • Assist Wealth Advisers with client meetings, including preparing presentations and documents
  • Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients
  • Help coordinate client events and seminars
  • Manage client communications and follow up on action items
  • Assist with account opening and maintenance processes
  • Maintain client records accurately and securely

    • Requirements:

    – Degree in finance, economics, business, or a related field
    – ...

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    📍 Location Details

    🌆
    City
    Pretoria
    🗺️
    Country
    South Africa
    🚗
    Commute
    Local Area

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