Wealth Management Associate
Role
Wealth Management Associate
Location
Southern Suburbs, Cape Town
Industry
Wealth Management
Salary
R35k / month
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
They are seeking a Wealth Management Associate who will play a pivotal role in supporting the Wealth Managers by providing strategic, operational, and administrative assistance.
Key Responsibilities
Act as a strategic partner to Wealth Managers, supporting them in managing client portfolios and enhancing the client experience.
Handle administrative tasks efficiently, ensuring deadlines are met.
Assist with the preparation and management of documentation related to financial planning and client investment strategies.
Proactively communicate with clients.
Provide operational support to streamline processes and improve service delivery for both the Wealth Manager and clients.
Manage and organize large volumes of information, ensuring it is accurately processed and stored.
Requirements
BCom or equivalent financial degree from a reputable tertiary institution.
3-5 years experience in a financial planning environment, assisting Wealth Managers.
Certified Financial Planner (CFP) designation (advantageous).
RE5 qualification (advantageous).
Strong knowledge and understanding of the financial planning environment, including FAIS (with Category II being advantageous) and FICA compliance.
Proficiency in Microsoft Office Suite.
Familiarity with XPlan software is advantageous.
Excellent organizational skills.
Exceptional attention to detail and accuracy.
Strong numerical aptitude and analytical skills.
Punctual with a strong sense of responsibility and reliability.
A collaborative team player with excellent interpersonal skills.
Fluent in English (both verbal and written), with the confidence to communicate effectively with clients over the phone.
Proactive and capable of taking initiative in various situations.
A keen interest in Fintech systems and a quick learner.