Wealth Adviser Assistant

Hire Resolve • Pretoria, Gauteng, South Africa • Posted June 14, 2026

Location Pretoria, Gauteng

Job Type FULL_TIME

Category Financial Specialists

Posted June 14, 2026

 
  Overview 
 Job Title: Wealth Adviser Assistant
 Location: Pretoria
 Salary: Competitive
 The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment.
 Key Responsibilities:
 Assist Wealth Advisers with client meetings, including preparing presentations and documents
 Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients
 Help coordinate client events and seminars
 Manage client communications and follow up on action items
 Assist with account opening and maintenance processes
 Maintain client records accurately and securely
 Requirements:
 – Degree in finance, economics, business, or a related field
 – ...
            

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