Description:
Job Headline:
Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm
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:
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Prepare client onboarding documentation and manage CRM updates
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Liaise with internal teams and service providers on client matters
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Draft Record of Advice and ensure compliance with FAIS and FICA
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Compile asset allocation reports, proposals, and financial needs analyses
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Assist with onboarding complex client structures (local and offshore)
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Collaborate with paraplanners and contribute to reporting innovation
Requirements:
-
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
-
3–5 years' experience in financial planning or wealth management
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Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
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CFP® and RE5 (advantageous)
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Strong organisational skills and attention to detail
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Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
Requirements:
-
3–5 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