Wealth Management Associate | Claremeont

SUMMARY:
Wealth Management Associate | Claremeont

POSITION INFO:

Region: Western Cape

Location: Cape Town (Claremont / Southern Suburbs)

Job Type: Permane

Job Description: An established and highly successful boutique Wealth Management firm based in Claremont is seeking a high-caliber Wealth Management Associate to support their advisory and operational teams. This role represents an outstanding opportunity for an ambitious financial professional looking to accelerate their career within a structured, supportive, and highly professional environment.

Key Responsibilities & Operational Hours: * Assist Financial Planners, Coordinators, and Directors with comprehensive client portfolio administration, preparation of financial reviews, and onboarding documentation.

• Liaise directly with high-net-worth clients, ensuring top-tier service execution and administrative compliance.

• Working Hours: 08h30 to 17h00. The firm offers excellent flexible standard options: 07h30 – 16h00 | 08h00 – 16h30 | 08h30 – 17h00.

Candidate Requirements & Strict Criteria: * Geographic Location (Non-Negotiable): Candidates MUST reside within a 20-minute travel radius of Claremont (e.g., Southern Suburbs). Due to business operational frameworks, candidates residing further away (e.g., Northern Suburbs) will unfortunately not be shortlisted.

• Nationality: South African Citizens only.

• Compliance: Willingness to undergo full verification checks (Credit, Criminal, Educational, Reference, PEP, and background screening).

Benefits & Remuneration Package: * Basic Salary: Market-related up to R35,000 pm CTC.

• Bonuses: Discretionary birthday-month bonus (up to a 13th cheque, performance-linked, pro-rated in Year 1).

• Retirement: Provident Fund with Momentum (including risk benefits and savings portion).

• Healthcare: Group membership access to Turnberry Gap Cover with a 50% company subsidy on the premium plan; payroll integration of Medical Aid Tax Credits.

• Study Support: Generous bursary allowance of up to R10,000 per annum plus 8 study leave days per year (work-back agreement applies).

• Professional Fees: Paid in full by the company.

• Leave Progression: Base annual leave increases by 1 day per year for the first 5 years of employment.

• Maternity Leave: 50% salary paid for 4 months (applicable after 12 months of permanent tenure).

• Work-from-Home: 1 day per week remote flexibility (Tuesday, Wednesday, or Thursday) post-probationary period.

• Company Culture: Active social calendar inside office hours (braais, team-building, volunteering).

Recruitment & Interview Lifecycle: * Phase 1: 30-minute MS Teams initial interview with Recruiter.

• Phase 2: 1h30 online psychometric assessment (Cognitive, Personality, Motivation) – 3-day completion window.

• Phase 3: 45-minute face-to-face competency interview at the Claremont office with the WMA Coordinator and Hiring Manager.

• Phase 4: Background and compliance clearing.

• Phase 5: Final 30-minute panel interview with the Company Directors.