Wealth Management Associate
3 weeks ago
Key Responsibilities:Prepare and collate new client onboarding documentationOversee the management and updating of client CRM profileLiaise with external and internal providers on client specific queriesResolve and manage admin related queries or issues with clients directlyManage preparation of client review packsApply basic knowledge of the FAIS General Code of Conduct in daily workDraft and/or check Record of Advice and Replacement disclosure formsEnsure CDD is done on all clients based on their risk profile according to FICA and company RMCPEnsure a basic level of product knowledge by keeping up to date with productsCompile proposal documents based on the Wealth Manager instruction and recommendationsCompile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelinesRequirements:Commerce or financial degree (advantageous)3-5 years experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial AdvisorsCFP designation (advantageous)RE5 (advantageous)Experience in and solid understanding of the financial planning environment, FAIS (CAT II advantageous), and FICAMS Office SuiteXPlan (advantageous)Ability to prioritise, organise and plan around large amounts of informationHigh attention to detailKeen interest in Fintech systems
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Wealth Management Associate
3 weeks ago
Cape Town, South Africa Executiveplacements.Com - The Job Portal Full timeWealth 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...
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Wealth Manager
4 weeks ago
Cape Town, South Africa Iza Wealth (Pty) Ltd Full timeCompany Description Iza Wealth (Pty) Ltd is an independently owned financial advisory company committed to offering objective specialist offshore financial advice and services to individuals and families. We guide our clients through the complex and evolving world of global finance and regulation. Supported by an international network of partner...
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Sales Associates
1 week ago
Cape Town, South Africa Wealth Masters Club Full timeAre you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...
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Operations Associate
19 hours ago
Cape Town, South Africa Candidate Connect Full timeGreat opportunity to join a team as an **Operations Associate** at a boutique, high net worth, private wealth company. This role requires a a high level of attention to detail and people skills to maintain and cultivate strong client relationships and deliver the highest level of service. A keen interest in investments and wealth management would be...
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Wealth Management Associate | Claremont
3 weeks ago
Cape Town, South Africa The Recruitment Council Full timeKey Result Area: Main Activities:1. Administrative support to Wealth Managera. Prepare and collate new client onboarding documentation.b. Oversee the management and updating of client CRM profile.c. Liaise with external and internal providers on client specific queries and implementation ofinstructions.d. Resolve and manage admin related queries or issues...
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Private Wealth Manager
4 days ago
Johannesburg, ZA / Cape Town, ZA / Pretoria, ZA Carrick Wealth Full time R500 000 - R2 000 000 per yearApply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...
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Paraplanner
3 weeks ago
Cape Town, South Africa Wealth Associates Asset Management (Pty) Ltd Full timeWealth Associates is seeking a Paraplanner to join our Financial Planning team in Tokai, Cape Town. This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes. You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial...
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Wealth Manager
19 hours ago
Cape Town, South Africa Capital Assignments Full timeOur client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...
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Wealth Manager
3 days ago
Cape Town, South Africa Capital Assignments Full timeOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their...
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Wealth Manager
6 days ago
Cape Town, South Africa Capital Assignments Full timeOur Client Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. Duties & Responsibilities They are looking to bring in an experienced Wealth Manager and...
