Wealth Management Associate

Market-related Package

Cape Town

A leading boutique wealth and financial planning environment is seeking a highly organised and client-centric Wealth Management Associate (WMA) to support a Wealth Manager in delivering an exceptional client experience to High-Net-Worth and Ultra-High-Net-Worth clients.

This role is ideal for a detail-oriented professional with strong administrative capability, excellent interpersonal skills, and experience within the financial planning or wealth management environment. The successful candidate will play a key role in managing operational processes, handling client-related administration, ensuring compliance, and supporting the Wealth Manager in delivering seamless wealth management solutions.

Key Responsibilities

Administrative Support

• Prepare and collate new client onboarding documentation.
• Manage and update client CRM profiles acc...