💼 Full-Time Position

Wealth Adviser Assistant

🏢
Hire Resolve
📍 Pretoria, Gauteng, South Africa
📍
Location
Pretoria, South Africa
📅
Posted
June 01, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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
    – ...