Wealth Analyst | Stellenbosch - Stellenbosch
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:
Education & Experience:
Skills:
Behaviors:
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.
- 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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