Wealth Management Associate

Recruiter:

Conova Recruitment

Job Ref:

CPT000500/GR

Date posted:

Tuesday, October 28, 2025

Location:

Cape Town, South Africa

Salary:

30000 Monthly

SUMMARY:
Industry
Wealth Management

POSITION INFO:
Key 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 is done 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 and recommendations
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

Similar jobs you might be interested in:

Wealth Management Associate
Location: Cape Town
Salary: 30000 Monthly
Industrywealth management
1 day ago

Wealth Management Associate
Location: Southern Suburbs
Salary:
wealth management associate (Southern Suburbs) - Cape TownActing as a trusted administrative partner, the wealth management Assistant ensures smooth operations and exceptional client service through proactive communication and reliability, allowing the wealth Manager to focus on growing and protecting clients’ wealth
22 days ago

Business Development Manager – Financial Services
Location: Capetown
Salary: Market Related
Business Development Manager – Financial Services
3 days ago

ITApplications Support Analyst
Location: Cape Town
Salary:
4 days ago

Financial Advisor (Investment Specialist)
Location: Cape Town
Salary:
7 days ago

PARAPLANNER - CAPE TOWN
Location: Cape Town
Salary: Market related
To assist the wealth Planners / Financial Advisors / wealth Managers.
8 days ago

Senior Wealth Manager
Location: Cape Town
Salary: 450000 Annually
ð Ever pictured yourself as the architect behind someone’s financial freedom? This isn’t just another wealth management role — it’s where your financial insight meets human impact, and your strategies shape legacies that last generations.
8 days ago

Senior Wealth Manager
Location: Cape Town
Salary: 450 000
Are you an experienced wealth Professional looking to elevate your career? Join a respected, listed financial services group known for its client-focused approach and commitment to excellence. This is your opportunity to partner with high-net-worth clients, provide tailored investment solutions, and build long-term financial success stories.
12 days ago

Wealth Administrator
Location: Bellville
Salary:
12 days ago

Senior Bookkeeper
Location: Cape Town
Salary: 350 000
An established wealth management firm in Belville is seeking a meticulous and experienced Senior Bookkeeper to join their finance team. The ideal individual will take ownership of end-to-end bookkeeping responsibilities, ensuring accuracy, compliance, and efficiency across financial processes.
13 days ago

Wealth Management Associate

Similar jobs you might be interested in:

Jobseekers

Recruiter

General