Financial Advisor Assistant Jobs in Cape Town
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Investment Assistant (financial Services)
Somerset West
Requirements:
- Grade 12 / Matric
- Bachelors degree in either Business, Economics, or Finance - preferred
- 3 - 5 years experience in a similar role
- Knowledge of Investment, life, or medical sectors - advantageous
- Proficie
share this job on whatsappWealth Manager's Assistant
Cape Town City Centre
30000 Monthly
Key Responsibilities:
- Administrative support to Wealth Manager:
- Prepare and collate new client onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise with external and internal providers on client spec
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