Wealth Management Associate

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SUMMARY :

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter :

The Recruitment Council

Job Ref :

Wealth Management As..

Date posted :

Tuesday, May 13, 2025

Location :

Claremont, South Africa

Salary : Market Related

SUMMARY :

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO : Job Headline :

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

Job Description

Position : Wealth Management Associate (WMA)

Location : Cape Town

Industry : Financial Services / Wealth Management

Reporting To : Director / Key Individual

Recruiter : The Recruitment Council

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. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.

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

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Advertising Services

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