Wealth Management Associate

3 days ago

Cape Town, Western Cape, South Africa Conova Financial Recruitment Full time

About our client

Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.

About the role

To deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client-centricity and professionalism.

Note: This role is office based in the Southern Suburbs, Cape Town

Responsibilities

  • Prepare and collate new client onboarding documentation
  • Oversee the management and updating of client CRM profile
  • Liaise with external and internal providers on client specific queries
  • Resolve and manage admin related queries or issues with clients directly
  • Manage preparation of client review packs
  • Apply basic knowledge of the FAIS General Code of Conduct in daily work
  • Draft and/or check Record of Advice and Replacement disclosure forms
  • Ensure CDD on all clients based on their risk profile according to FICA and company RMCP
  • Ensure a basic level of product knowledge by keeping up to date with products
  • Compile proposal documents based on the Wealth Manager instruction
  • Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines

Requirements

  • Commerce or financial degree (advantageous)
  • 3-5 years experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors
  • CFP designation (advantageous)
  • RE5 (advantageous)
  • Experience in and solid understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA
  • MS Office Suite
  • XPlan (advantageous)
  • Ability to prioritise, organise and plan around large amounts of information
  • High attention to detail
  • Keen interest in Fintech systems

Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.

  • Wealth Manager

    5 days ago

    Cape Town, Western Cape, South Africa Nedbank Private Wealth South Africa Full time R800 000 - R1 200 000 per year

    We're seeking a dynamic Wealth Manager to join our Team — individuals who bring Nedbank's Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth.To manage client's wealth needs through an ongoing advisory process to achieve...

  • Wealth Manager

    3 days ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank Clocktower Campus, V&A Waterfront, Cape TownClosing Date - 17 December 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership...

  • Executive partner/ wealth manager

    7 days ago

    Cape Town, Western Cape, South Africa Caleo Capital Full time

    Company DescriptionAt Caleo Capital, we foster a collective spirit, a commitment to authenticity, and the belief that wealth should serve your life's purpose. Our investment philosophy transcends monetary connections, focusing on partnerships of ideas, values, and shared outcomes. We strive to transform intentions into actions through clear communication and...

  • Wealth Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time R900 000 - R1 200 000 per year

    Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate...

  • Wealth Manager Administrator

    7 days ago

    Cape Town, Western Cape, South Africa Your HR Outsourced Full time

    Wealth Manager Administrator (Independent Contractor) Location: Northern Suburbs, Cape Town Full-time, in-office position Own transport essential Experience: 3–5 years within the investment / financial planning industryOur client's independent wealth management practice is expanding, and they are seeking a professional, detail-oriented Wealth Management...

  • Wealth Manager, Cape Town

    2 weeks ago

    Cape Town, Western Cape, South Africa Independent Resourcing Consultancy Full time R900 000 - R1 200 000 per year

    Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

  • Administrator - Cape Town

    7 days ago

    Cape Town, Western Cape, South Africa Carrick Wealth Full time

    Opportunity: AdministratorWe are looking for an Administrator to join our Operations Team. If you are someone who enjoys keeping the operations flowing, the communication clear, and is able to meet deadlines, then this is the position for you. We'd like to hear from you by sending us your CV to: -, or visit our website at www.carrick-About Carrick...

  • Front of House Coordinator

    3 days ago

    Cape Town, Western Cape, South Africa Carrick Wealth Full time

    Our Cape Town Office has an exciting opportunity for a Front of House Coordinator. The role would be suited for an individual who combines exceptional client service and excellent communication skills, ensuring that every individual receives a warm welcome. professionalism and a positive attitude.We'd like to hear from you by sending us your CV to: -, or...

  • Area Manager

    24 hours ago

    Cape Town, Western Cape, South Africa Nedbank Private Wealth South Africa Full time

    This role is based withinNedbank Private and Personal Banking Cluster; Private and Wealth - High Net Worth Division at Nedbank Clocktower Offices, V&A Waterfront, Cape TownYou will provide Leadership, manage sales, achieve financial objectives and mitigate risk to drive growth in the High Net Worth (HNW) market segment and enhance profitability.This is...

  • IT Support Engineer

    7 days ago

    Cape Town, Western Cape, South Africa Titan Wealth Full time R250 000 - R500 000 per year

    Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.We provide a dynamic...