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Wealth Management Associate

Remuneration:R15000 - R18000 per month TCTC 
Benefits:Medical Aid, Pension Fund
Location:Cape Town, Southern suburbs, Claremont
Education level:Diploma
Job level:Mid
Reference:#WMA - c
Company:LayerCake Recruitment

Job description

Wealth Management Associate provides administrative support to a Wealth Manager in all aspects of their portfolio. This job incumbent will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists. This position forms part of team of Wealth Management Associates to ensure continuous growth and development.

Administrative support to Wealth Manager
  • Financial needs analysis
  • Client reviews and service calls
  • Deal processing with institutions
  • Coordination with in-house specialists
  • eXplan and Company
  • Preparing investment overviews
Professional Liaison with clients and relevant institutions
  • Professional use of communication tools with clients and institutions
  • Knowledge of requirements of industry products
  • Correspondence with clients and institutions – professional
  • Legislative Compliance (FICA and FAIS)
  • Ensure 100% compliance with FICA and FAIS
  • Keep up to date with industry standards


  • Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
  • One to three years of working experience in financial planning Educational required
  • Commerce or financial degree from a reputable tertiary institution
  • CFP advantageous Professional registration (if applicable)
  • CFP or studying towards a postgraduate diploma in financial planning would be advantageous Computer Literacy
  • MS Word
  • MS Excel
  • MS PowerPoint
  • XPlan or other industry related packages Personal profile and competencies
  • Keen interest in fintech systems
  • Planning, organising and high attention to detail
  • Highly numerate
  • Ability to work very well in a team
  • Fluent in English (verbal and written)

Posted on 11 Apr 09:31

Alison Eastwood

021 674 5320
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