Wealth Management Associate | Claremont
Job in
Claremont, Los Angeles County, California, 91711, USA
Listed on 2026-01-12
Listing for:
The Recruitment Council
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
Join one of South Africa’s leading Independent FSP’s as a Wealth Management Associate. You will provide professional administrative support (70%) and preparation of technical analysis (30%) to an allocated wealth manager as well as a leading wealth management division in ensuring accurate and timely processing of all related requests.
Personal profile and competencies:
Critical thinker, administratively minded, accurate, attention to detail, client centric, emotional intelligence, teachable and quick learner, ability to prioritise and meet deadlines, ability to work in a team, writing skills, professionalism, compliance.
Computer Literacy:
Advanced Excel, MS Word, & Power Point
Astute & Xplan
Experience:
Qualification:
Position Requirements
10+ Years
work experience
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