251 Investec jobs in South Africa

Investec Sandton Tech Graduate Programme 2023 For South Africans

Investec Sandton is pleased to announce their latest opportunity as they urge young South African graduates who wish to champion their career path with them to join their ongoing Tech Graduate Programme for the 2023 session.

The internship program has been considered one of the best ways of reducing poverty in the country and is often carried out annually, providing applicants with an equal playground to perfect their future. The programme is aimed at students in their final year of studying toward a technology qualification. All institutions are considered, as well as people with under two years’ practical experience.

Company/Organisation(s) : Investec Sandton, South Africa

Program Location : South Africa

Program Duration : Not stated

Available Slot : Several

Nationality : Africans

Investec Sandton Programme offers you hands-on responsibility and business mentoring in one of the most dynamic and successful financial institutions in South Africa. In addition, the Investec Tech Grad Programme is underpinned by an internal development strategy that provides specialist structured learning and support to enable you to thrive within the Investec environment.

The company is looking for young, aspiring data scientists, engineers, software developers, data analysts, and systems support engineers.

• Applicants must be young graduates.
• Applicants must have tech-related experience.
• Applicants must be dynamic, energetic people filled with tenacity, integrity, and out-of-the-ordinary thinking.
• Students studying towards a degree or postgraduate degree in one of the following fields:
• Bachelor of Science (BSc or BS) in Computer Science.
• Bachelor of Science (BSc or BS) in Business Computing or Computer Engineering.
• Bachelor of Commerce (B.Comm) in Informatics or Information Systems.
• Bachelor of Business Science (B.BusSc) in Information Systems.

Interested applicants who meet the above requirements and eligibility criteria for this opportunity are expected to submit an application using the Official Application Portal on or before the deadline.

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SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

• Prepare client onboarding documentation and manage CRM updates
• Liaise with internal teams and service providers on client matters
• Draft Record of Advice and ensure compliance with FAIS and FICA
• Compile asset allocation reports, proposals, and financial needs analyses
• Assist with onboarding complex client structures (local and offshore)
• Collaborate with paraplanners and contribute to reporting innovation
  
  

• 3–5 years'' experience in financial planning or wealth management
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
• CFP and RE5 (advantageous)
• Strong organisational skills and attention to detail
• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Our Wealth Management client is looking for a Wealth Management Administrator with solid 5+ years experience within Wealth Management. To provide efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions.

Are you working in a financial advisory or brokerage environment? Then this role is for you.

Salary: Market related plus commission (in new business) – depends on experience and qualifications.

Position type: Permanent.

Hours: 8am to 16:30.

Minimum Requirements:

• Matric (Grade 12) required.
• RE5 Certificate preferred (or willing to obtain within 12 months).
• NQF Level 5 in Financial Planning / Wealth Management
• Minimum 5 years relevant administration experience in a financial services environment (investments & long-term insurance).
• Experience in new business processing and client servicing.
• Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).
• Competency in Section 14 transfer process, provident fund transfers, Retirement transfers and strong general investment knowledge
• Strong administrative and organisational skills. High attention to detail and accuracy.
• Excellent verbal and written communication skills (English).
• Ability to prioritise tasks and meet deadlines under pressure.
• Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system).

Key responsibilities:

• New Business Administration: Process and submit new long-term insurance and investment applications timeously
• and accurately
• Client Servicing: Handle client queries regarding existing policies and investments
• Compliance & Record Keeping: Maintain accurate, up-to-date records on CRM and policy administration systems
• General Administration: Liaise with advisors, product providers and clients professionally; Assist with daily office admin and ad hoc tasks as needed.

Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town

Position: Wealth Management Associate (WMA)
Location: Cape Town
Industry: Financial Services / Wealth Management
Reporting To: Director / Key Individual
Recruiter: The Recruitment Council

Overview:
A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.

Key Responsibilities:

• Prepare client onboarding documentation and manage CRM updates

• Liaise with internal teams and service providers on client matters

• Draft Record of Advice and ensure compliance with FAIS and FICA

• Compile asset allocation reports, proposals, and financial needs analyses

• Assist with onboarding complex client structures (local and offshore)

• Collaborate with paraplanners and contribute to reporting innovation

Requirements:

• 35 years' experience in financial planning or wealth management

• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)

• CFP® and RE5 (advantageous)

• Strong organisational skills and attention to detail

• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial

Why Apply?
This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm

• 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.

• Proficiency in Microsoft Office Suite.
• Familiarity with XPlan software is advantageous.
• Excellent organizational skills.
• Exceptional attention to detail and accuracy.
• 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.
• 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.

What You'll Do :

• Develop and implement bespoke financial strategies to help clients grow and protect their wealth locally and internationally.
• Provide expert advice on investment planning, retirement strategies, estate structuring, and risk management.
• Build strong, trust-based relationships with clients by understanding their life goals, priorities, and financial preferences.
• Perform in-depth financial needs analyses and portfolio reviews to ensure alignment with client objectives.
• Collaborate with a team of internal professionals to deliver integrated, future-focused wealth solutions.

What We're Looking For :

• A strong analytical thinker with the ability to simplify financial matters for clients.
• A client-first professional who thrives on building long-term relationships and delivering real value.
• Exceptional interpersonal and communication skills.
• High levels of integrity, discretion, and professional conduct.

Minimum Requirements :

• Matric certificate (required)
• Relevant degree BCom, LLB, or a related financial qualification
• Own laptop, reliable vehicle & valid drivers license (essential)

Why This Opportunity Stands Out :

• Join a future-forward firm with a strong reputation and proven support infrastructure.
• Access ongoing training, tools, and resources to help you serve clients with excellence.
• Work in a culture that recognises initiative, rewards high performance, and encourages long-term career growth.
• Enjoy a dynamic environment where you can build your own client base while collaborating with some of the industry's best.

Please note only shortlisted candidates will be contacted.

If you have not heard from us in 2 weeks, please consider your application unsuccessful.

The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients’ evolving needs.

Key Responsibilities:

1. Strategic Wealth Management:

• Conduct comprehensive assessments of clients’ financial status, including assets, liabilities, income, expenses, and investment goals.
• Develop bespoke wealth management strategies aligned with clients’ objectives, risk tolerance, and timeframes.
• Design and manage investment portfolios using diverse asset classes and investment vehicles.
• Offer guidance on retirement, estate planning, tax optimization, insurance, and comprehensive financial planning.
• Continuously monitor and adjust clients’ portfolios and plans in response to changing circumstances, market conditions, and regulatory updates.
• Educate financial advisers on investment strategies, market trends, and financial planning concepts, ensuring regular communication and engagement.
• Execute wealth strategies and initiatives to drive business growth within the distribution channel.
• Identify and capitalize on emerging trends and opportunities in financial technology.
• Ensure alignment with client base, risk profiles, and channel-specific objectives.
• Implement financial planning and advisory strategies in line with channel goals.
• Conduct detailed financial analyses to uncover opportunities for cost optimization, revenue enhancement, and risk mitigation.
• Standardize processes and best practices for delivering financial advice, ensuring compliance with regulatory requirements and industry standards.
• Implement risk management strategies and frameworks specific to the channel.
• Conduct market research to stay ahead of trends, economic developments, and legislative changes.
• Collaborate with business development teams to identify growth opportunities and attract new clients.
• Promote the integration of Investment Philosophy, Risk Profiles, Elite Wealth Process, and advisory plans.
• Advocate for sound investment behavior among advisers based on wealth philosophy.
• Optimize structure and fees.

• Develop close relationships with business partners and practices, facilitating investment workshops.
• Address clients’ needs for wealth creation, preservation, and income, along with wealth management support services.
• Foster a client-centric culture, emphasizing personalized, high-quality wealth advice.
• Establish strategic partnerships with stakeholders to understand business priorities and requirements.
• Provide credible market insights to enable client growth and retention.
• Maintain relationships to meet service level agreements, ensuring professionalism, accountability, and competitive targets.
• Collaborate with brand and marketing managers to deploy effective strategies for wealth growth and engagement.
• Work with the wealth management team to implement operational plans.
• Develop ongoing engagement and marketing activities to support investment, savings, and wealth management propositions.

• Build productive relationships with key stakeholders.
• Attract, select, and recruit qualified talent in line with Employment Equity principles.
• Create a positive work climate and culture to energize employees and advisers.
• Demonstrate exemplary leadership through personal involvement and inclusive leadership.
• Drive a culture of best practices, continuous learning, and improvement.
• Ensure accurate workforce planning and execution.
• Identify growth and development needs for employees and advisers, collaborating on training and personal growth initiatives.
• Drive performance excellence by setting team goals and maintaining regular dialogues.
• Encourage innovation, integrity, and collaboration within the team.

• Manage the budget and implement sound financial controls.
• Authorize expenditures and enforce financial regulations.
• Enhance cost-effectiveness and operational efficiency.
• Implement risk management, governance, and compliance policies.
• Participate in financial policy and procedure effectiveness to prevent illegal or unethical conduct.

• Business Acumen: Comprehensive understanding of global financial markets, regulatory landscapes, and key business drivers.
• Client Commitment: Anticipates and exceeds client needs, fostering long-lasting relationships and supporting financial wellness.
• Results-Driven: Exhibits urgency, focus, accountability, and agility to achieve business results.
• Leadership: Actively leads change, promotes continuous improvement and innovation.
• Team Motivation: Fosters a positive work environment, building trust and commitment.
• Strategic Thinking: Develops competitive strategies for short-term profitability and long-term growth.
• Collaboration: Aligns efforts across divisions to prioritize business interests.
• Influence: Persuades and inspires others to gain support and commitment.
• Self-Awareness: Effectively manages self and relationships, providing perspective in challenging situations.
• Inclusiveness: Embraces diversity and engages with people from diverse backgrounds.
• Talent Development: Takes responsibility for personal development and mentors others.

• Degree in Business Management, Investments, Business Sciences, Finance, Economics, or related fields (Master’s preferred).
• Postgraduate diploma in financial planning.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
• Industry qualifications (RE5 & RE1).

• 5-8 years in financial services, particularly asset wealth management.
• 5-8 years in investment marketing.
• 5-8 years in financial advisers’ networks or agencies.
• Strong knowledge of investment advice philosophy, South African and international wealth management industries.
• Familiarity with financial markets, investment strategies, FAIS regulations, exchange control, and financial instruments.
• In-depth understanding of global financial markets, governance frameworks, and wealth management strategies.

Key Result Area: Main Activities:

1. Administrative support to Wealth Manager

a. Prepare and collate new client onboarding documentation.
b. Oversee the management and updating of client CRM profile.
c. Liaise with external and internal providers on client specific queries and implementation of
instructions.
d. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth
Manager
e. Manage the process of preparation of client review packs (with assistance from administrative
team and Paraplanners where necessary and as per business requirements)

2. Legislative Compliance (FICA and FAIS)

a. Apply basic knowledge of the FAIS General Code of Conduct in daily work.
b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly
to company internal compliance standards.
c. Ensure CDD is done on all clients based on their risk profile according to FICA and company
RMCP with guidance from internal compliance

3. Technical Support

a. Ensure a basic level of product knowledge by keeping up to date with products used by service
providers.
b. Compile proposal documents based on the Wealth Manager instruction and recommendations.
c. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager
recommendations and instructions.

Main Purpose of Job

The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven
tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be an
administrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and operational details to
enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the client experience
through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing wealth for
our private clients and their families

Direct Reporting Line Wealth Manager, with support from the WMA Team Coordinator
Direct / Indirect reports to this
position n/a

Required Experience

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

Required Education Commerce or financial degree from a reputable tertiary institution (advantageous)
Professional registration (if
applicable)

CFP designation advantageous
RE5 advantageous

Computer Literacy MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)

XPlan (advantageous)

Personal profile and competencies

Ability to prioritise, organise and plan around large amounts of information and tasks.
Ability to execute on a wide variety of tasks with accuracy and within required timeframes.
High attention to detail and low tolerance for errors
Sound knowledge of and experience in FICA and FAIS
Highly numerate
Punctual