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Wealth Management Associate - Fintech-Savvy Strategist

Wealth Management Associate - Fintech-Savvy Strategist

Conova Pty LtdCape Town, Western Cape, South Africa
1 day ago
Job description

A wealth management firm in Cape Town is seeking an experienced professional to manage client onboarding, handle administrative queries, and support Wealth Managers. Candidates should have a financial degree, 3-5 years of experience in financial planning, and be proficient in MS Office. CFP and RE5 designations are advantageous. The role requires strong organizational skills and attention to detail.

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Wealth Management Associate • Cape Town, Western Cape, South Africa

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