Wealth Management Associate

Executiveplacements.Com - The Job Portal; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services firm in Cape Town is seeking a Wealth Management Associate to support a senior Director in providing high-quality service to high-net-worth clients. The ideal candidate will have 3–5 years of experience in financial planning or wealth management and relevant qualifications. This role offers opportunities for professional growth in a high-performing team.

Qualifications

• 3–5 years of experience in financial planning or wealth management.
• Postgraduate financial planning degree is advantageous.

Responsibilities

• Prepare client onboarding documentation and manage CRM updates.
• Draft Record of Advice and ensure compliance with regulations.
• Compile asset allocation reports and proposals.

Skills

Financial planning experience

Attention to detail

Organisational skills

Proficiency in MS Office

Education

Relevant BComm or BBusSci degree

CFP and RE5 certifications

Tools

XPlan

Morningstar Direct

Job description

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

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.

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

• 3–5 years of experience in financial planning or wealth management.
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous).
• CFP and RE5 certifications (advantageous).
• Strong organisational skills and attention to detail.
• Proficiency in MS Office; experience with XPlan and Morningstar Direct is 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.