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 accurately. Liaise with internal and external providers regarding client-spe...