Wealth Management Associate

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Wealth Management Associate
A boutique client in the Southern Suburbs is looking for a Wealth Management Associate to join their team.

The role will assist in maintaining and developing a leading wealth management division through providing professional support and preparation of detailed financial analysis for the allocated wealth manager. As well as client liaison and relationship development.

Experience required     
1 – 2 years wealth management administrative related experience
FICA & FAIS compliance knowledge
BCom or equivalent
Professional registration (if applicable)   CFP
 
Computer Literacy          
Xplan & Astute

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