Wealth Management Associate

The Recruitment Council

  • Claremont, Cape Town
  • Permanent
  • Full-time
  • 24 days ago
Job Headline:Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape TownJob DescriptionPosition: Wealth Management Associate (WMA)
Location: Cape Town
Industry: Financial Services / Wealth Management
Reporting To: Director / Key Individual
Recruiter: The Recruitment CouncilOverview:
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 updatesLiaise with internal teams and service providers on client mattersDraft Record of Advice and ensure compliance with FAIS and FICACompile asset allocation reports, proposals, and financial needs analysesAssist with onboarding complex client structures (local and offshore)Collaborate with paraplanners and contribute to reporting innovationRequirements:35 years' experience in financial planning or wealth managementRelevant BComm or BBusSci degree (postgraduate financial planning advantageous)CFP® and RE5 (advantageous)Strong organisational skills and attention to detailProficiency in MS Office; XPlan and Morningstar Direct experience beneficialWhy 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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