Wealth Management Associate

Recruiter:

Dante Personnel

Job Ref:

CPT007854/DW

Date posted:

Monday, October 6, 2025

Location:

Southern Suburbs, South Africa

SUMMARY:
WEALTH MANAGEMENT ASSOCIATE (Southern Suburbs) - Cape Town

Acting as a trusted administrative partner, the Wealth Management Assistant ensures smooth operations and exceptional client service through proactive communication and reliability, allowing the Wealth Manager to focus on growing and protecting clients’ wealth

POSITION INFO:
Minimum requirements:

Commerce or financial degree from a reputable tertiary institution (advantageous)
Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous),
and FICA
3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers
and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and
responsibilities

Consultant: Debbie Watkyns - Dante Personnel Cape Town
Apply via our website

If you do not hear from us within 5 days, please accept that your application was unsuccessful

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