Wealth Management Associate

Minimum requirements :

• Commerce or financial degree from a reputable tertiary institution (advantageous)
• Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA
• 3-5 years working experience in the financial planning environment assisting Family Officers and / or Wealth Managers

and / or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and

responsibilities

Consultant : Debbie Watkyns - Dante Personnel Cape Town