Wealth Analyst | Stellenbosch

Recruiter:

The Recruitment Council

Job Ref:

Wealth Analyst | Ste..

Date posted:

Thursday, July 4, 2024

Location:

Stellenbosch, Western Cape, South Africa

Salary:

R 540 000 - R 780 000 Per Annum

SUMMARY:
Wealth Analyst | Stellenbosch

POSITION INFO:

Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You''ll play a pivotal role in delivering exceptional service to our high-net-worth clients.

Responsibilities:

Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.
Proposal Development: Craft compelling proposals tailored to clients'' unique financial needs and goals.
Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.
Financial Expertise: Stay up-to-date on financial products, strategies, and risk management solutions.
Wealth Manager Support: Provide comprehensive support to Wealth Managers, including meeting preparation, research, and report drafting.
Compliance: Ensure all activities adhere to regulatory guidelines and industry best practices.
Client Onboarding: Facilitate a seamless onboarding experience for new clients.
Administrative Support: Manage CRM data, coordinate with third-party providers, and handle client requests.

Education & Experience:

Bachelor''s degree in finance or a related field.
5+ years of experience in wealth management.
CFP/CFA designation preferred.

Skills:

Strong analytical and quantitative skills.
Excellent communication and interpersonal abilities.
Proficient in Microsoft Office Suite, Bloomberg, and/or Morningstar.

Technical Competencies:

Impeccable attention to detail.
Exceptional project management skills.
Proactive and solution-oriented approach.
Deep understanding of financial planning concepts.

Behaviors:

Collaborative team player.
Client-focused mindset.
Strong work ethic.
A passion for delivering exceptional results.

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