Wealth Advisors Assistant at Initiate International

Your key job responsibilities as the Wealth Advisors Assistant in Cape Town will include:

• Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals and presentations
• Regular training and webinars for Advisers & Wealth Managers
• Review of client financial planning proposals
• Product provider management including due diligence and reviews
• Private banking
• Analysing portfolios and fund performances
• Portfolio monitoring and investment report collating
• Preparing investment applications, transfers and documents for client meetings
• Execution of investment instructions
• Internal compliance and client services

Requirements for this Wealth Advisors Assistant job in Cape Town:

• Relevant investment/financial Degree
• Knowledge and experience in a financial advisory environment (minimum 2 years)
• Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
• Knowledge of financial products and services offered by their company
• Experience in preparing and presenting client proposals to Advisers & Wealth
• Managers as part of new business
• Excellent verbal and written communication skills
• English first language. Knowledge of another language will be considered an asset