Wealth Management Associate

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 :

35 years' experience in financial planning or wealth management

Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)

CFP® and RE5 (advantageous)

Strong organisational skills and attention to detail

Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial

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