Senior Wealth Planning & Client Advisory Assistant

A reputable wealth management firm in Bellville is seeking a motivated Senior Wealth Assistant to support the Wealth Manager in client relationship management and financial analysis. The ideal candidate should have an NQF 5 & 6 in Wealth Management and 3–5 years of investment experience. This role involves developing custom investment strategies and monitoring client portfolios. If you are driven and ready for a rewarding challenge, apply now to join an esteemed team.
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