Wealth Management Associate

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

Overview

A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients.

Key Responsibilities

• Prepare client onboarding documentation and manage CRM updates.
• Liaise with internal teams and service providers on client matters.
• Draft Record of Advice and ensure compliance with FAIS and FICA.
• Compile asset allocation reports, proposals, and financial needs analyses.
• Assist with onboarding complex client structures (local and offshore).
• Collaborate with paraplanners and contribute to reporting innovation.

Requirements

Why Apply?

This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm.

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