Wealth Management Associate

Recruiter:

HR Genie

Job Ref:

Fed19

Date posted:

Wednesday, September 3, 2025

Location:

Sandton, South Africa

Salary:

Market Related

SUMMARY:
Wealth Management Associate

POSITION INFO:

We’re on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team! If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance — and let’s take your career to the next level!

Summary:

The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What to Expect:

Researching advice-related issues for inclusion in client reports and Records of Advice
Uploading client financial information onto software systems and preparing financial scenarios for planner use
Conducting portfolio analysis to align with client and advisor requirements
Drafting Records of Advice for Financial Planners
Assisting in managing the client review process
Handling top-up and ad hoc investments, as well as rebalancing portfolios
Preparing meeting packs and recording minutes
Maintaining compliance and monitoring risk products
Conducting portfolio analyses
Managing operational and regulatory reporting
Resolving client queries via phone and email
Assisting with compliance officer visits and audit processes
Performing general office management and administrative duties as needed
Overseeing client review scheduling and updates
Conducting financial market and fund research
Completing work requests as per financial planning policies
Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
Preparing review meeting reports for Senior Wealth Planners
Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
Performing financial calculations and risk analyses to identify shortfalls and propose solutions
Researching developments in investment and risk products
Undertaking research for investment and advisory solutions
Participating in assigned projects
Ensuring adherence to FICA and FAIS compliance regulations
Maintaining professional knowledge to align with industry and legislative requirements

What You'll Bring:

Qualifications

Degree or qualification in a relevant field
Post-graduate qualification preferred
Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

Proficiency in Microsoft Word and Excel
Ability to build and maintain strong client relationships
Strong written and interpersonal communication skills
Comprehensive understanding of financial advisory compliance

Personal Attributes

Client-focused, professional, and ethical
Enthusiastic, friendly, and positive-minded
Well-organized, deadline-driven, and diligent
Effective problem-solver with strong multitasking ability
Team player with the capacity to work independently
High ethical standards and maturity

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