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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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Are you a self-starter who enjoys working independently and as part of a team?

Do you enjoy working on systems and have high attention to detail?

Do you have experience working within an insurance, investment or asset management environment?

Our client, an authorised financial services provider in Cape Town, is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Essential: Grade 12 / Matric

Advantageous: Diploma or undergraduate degree

Essential: A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company)

Essential: Experience in Elite Wealth or other CRM system/s.

Essential: Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook)

Essential: An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits.

Key responsibilities include:

• Communicating with clients telephonically and electronically.
• Compliance: FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture – on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows / tasks).
• Forms administration (Pre-populating apps, sending to clients, managing the return and capturing of the forms / submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits.
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
• Preparation of client quotes and comparisons with the various Financial Service Providers.
• Working with the paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• General admin support.

Job requirements include:

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.
• A highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven.
• Systems oriented with high attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
• Ability to analyse and understand insurance policies with a knowledge of the industry’s professional terminology.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.

Are you a self-starter who enjoys working independently and as part of a team?

Do you enjoy working on systems and have high attention to detail?

Do you have experience working within an insurance, investment or asset management environment?

Our client, an authorised financial services provider in Cape Town, is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Essential: Grade 12 / Matric

Advantageous: Diploma or undergraduate degree

Essential: A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company)

Essential: Experience in Elite Wealth or other CRM system/s.

Essential: Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook)

Essential: An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits.

Key responsibilities include:

• Communicating with clients telephonically and electronically.
• Compliance: FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture – on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows / tasks).
• Forms administration (Pre-populating apps, sending to clients, managing the return and capturing of the forms / submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits.
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
• Preparation of client quotes and comparisons with the various Financial Service Providers.
• Working with the paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• General admin support.

Job requirements include:

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.
• A highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven.
• Systems oriented with high attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
• Ability to analyse and understand insurance policies with a knowledge of the industry’s professional terminology.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

• Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
• Build synergy across business functions: Advice, Banking and Lending.
• Build and maintain relationships with external stakeholders.
• Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
• Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
• Build a high-performance team.
• Ensure that the leadership agenda has been embraced by the division.
• Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
• Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
• Engage with the team and identify additional training and development requirements.
• Participate in the recruitment and selection of senior staff.
• Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
• Ensure implementation and execution of divisional sales strategy.
• Ensure profitability of distribution medium.
• Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
• Manage budget costs within budget constraints.
• Keep abreast of competitor activities.
• Provide sales intelligence and solutions.
• Provide continuous sales leadership.
• Identify and reduce risk for the company.
• Produce reports to key business committees.
• Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
• Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
• Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
• Monitor achievement of function goals, and levels of service, and manage business and client interests.
• Improve division sales policies and procedures.
• Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
• Improve process and skills.

• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).

• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6 years experience at a leadership level.
• At least 5 years experience in managing teams.
• Formulating and implementing communication strategies to cascade functional strategies.
• Building a community of leaders.
• Conducting benchmarking exercises to identify improvement opportunities.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
• Managing multiple functions.
• Making financial decisions.
• Modelling and encouraging a corporate culture.
• Presenting to senior leaders.

• Strategic planning.
• Budgeting.
• Financial Accounting Principles.
• Business principles.
• Communication Strategies.
• Financial Acumen.
• Business writing skills.
• Capacity planning.
• Relevant regulatory knowledge.
• Governance, Risk and Controls.

• Aligning and Executing Sales Strategy.
• Motivating the Sales Team.
• Driving for results.
• Decision Making.
• Planning and Organizing.
• Building the Sales Team.
• Driving Successful Customer Engagements.
• Coaching.

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

• Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
• Build synergy across business functions: Advice, Banking and Lending.
• Build and maintain relationships with external stakeholders.
• Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
• Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
• Build a high-performance team.
• Ensure that the leadership agenda has been embraced by the division.
• Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
• Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
• Engage with the team and identify additional training and development requirements.
• Participate in the recruitment and selection of senior staff.
• Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
• Ensure implementation and execution of divisional sales strategy.
• Ensure profitability of distribution medium.
• Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
• Manage budget costs within budget constraints.
• Keep abreast of competitor activities.
• Provide sales intelligence and solutions.
• Provide continuous sales leadership.
• Identify and reduce risk for the company.
• Produce reports to key business committees.
• Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
• Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
• Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
• Monitor achievement of function goals, and levels of service, and manage business and client interests.
• Improve division sales policies and procedures.
• Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
• Improve process and skills.

• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).

• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6 years experience at a leadership level.
• At least 5 years experience in managing teams.
• Formulating and implementing communication strategies to cascade functional strategies.
• Building a community of leaders.
• Conducting benchmarking exercises to identify improvement opportunities.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
• Managing multiple functions.
• Making financial decisions.
• Modelling and encouraging a corporate culture.
• Presenting to senior leaders.

• Strategic planning.
• Budgeting.
• Financial Accounting Principles.
• Business principles.
• Communication Strategies.
• Financial Acumen.
• Business writing skills.
• Capacity planning.
• Relevant regulatory knowledge.
• Governance, Risk and Controls.

• Aligning and Executing Sales Strategy.
• Motivating the Sales Team.
• Driving for results.
• Decision Making.
• Planning and Organizing.
• Building the Sales Team.
• Driving Successful Customer Engagements.
• Coaching.

Our client is a major league Asset Management business that has achieved enormous growth in recent years. To this extent they have built up a robust Operations team – they now have an opening for an Operations Analyst to come in an add value to the core functioning of the engine-room of the business.

The Operations team works closely with the Portfolio Managers, Distribution Team, Risk Team, the Trading Desk and external service providers on a day-to-day basis in order to achieve the highest level of impact to the business from utilising our combined knowledge base and skill as a team.

The role requires a deep understanding of financial markets and instruments, contribute and promote robust operating procedures to create an efficient, responsive and process driven Operations team. The Operations Analyst will report to the Head of Investment Operations who reports into the Chief Operating Officer.
Main duties and responsibilities:
Process:
o Contribute to and promote robust operating procedures across the investment management business to create an efficient, responsive and process driven Operations team.
o Improve business understanding of operations processes and procedures.
o Establish and promote enhanced business processes that ensure efficient and effective stakeholder delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for the business, including:
Performance of reconciliations.
Exception handling. Investigation of significant variances and effective resolution of reconciliation breaks and ad hoc challenges.
Monitoring of the operations mailbox and timeous execution of stakeholder requests.
Take responsibility for daily operational activities.
Liaise with stakeholders, run daily operational activities, receive and execute requests timeously.
Ensure timeous and correct recording of transactions.
Liaise with stakeholders to keep them fully appraised of the progress of queries.
o Reconciliation of trade and fund dealing activity, corporate action and Proxy voting management, cash management and spot FX instruction, reconciliation of cash, positions and performance.
People:
o Share and transfer product, process and systems knowledge to colleagues.
o Collaborate and work with internal teams to deliver required service levels.
o Ensure achievement of own performance objectives.
o Share information with other team members regarding successes, issues, trends and ideas.
o Participate in own professional development and career path.
Ideal qualifications:
B Com (Hons) preferred or appropriate finance qualification.
Ideal experience:
5 years of experience in related role within an Asset Management business
Experience with reconciliations and cash management.
Relevant computer skills and system experience.
Experience in a programming language would be advantageous, but not required.
Knowledge of working with custodians would be advantageous.
Relevant market knowledge.
Competencies & Skills:
Strong analytical skills and attention to detail.
Ability to problem solve.
Ability to work independently (self-starter) and collaboratively in the team in a fast-paced environment.
Proactive: Takes initiative to anticipate and address issues before they arise.
Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
Output-Focused: Demonstrates a strong commitment to understanding and meeting the needs of stakeholders (internal or external)
Collaborative: Works effectively and managing the relationship with both internal teams and external stakeholders and service providers, fostering strong relationships.
Exceptional verbal and written communication skills, with the ability to engage confidently with teams and stakeholders.
Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).

To apply for this role please send your CV and supporting documentation to

Overview

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. In house we have two main fund solutions. The first being the Core Range which follows a rules-based (passive) investment philosophy. We also have the Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Location: Role is based at the V&A Waterfront, Cape Town

Job Family: Marketing, Communication and Research; Career Stream: Marketing and Brand Management; Leadership Pipeline: Manage Self: Technical FAIS Affected

Support the implementation of the marketing plan and collaborate with internal stakeholders to achieve specific, measurable business and marketing objectives. This role is designed for a future-fit marketing team that embraces a generalist approach in the age of artificial intelligence, where adaptability, cross-functional skills, and strategic thinking are key.

• Coordinate tasks, resources, and stakeholders to support marketing activities and meet financial objectives.
• Maintain digital properties including the company website and internal communication platforms.
• Oversee website content, collaborate on user experience enhancements, monitor analytics, and coordinate brand content publishing.
• Develop and manage a content calendar for various channels.
• Support branding of social media accounts and podcast production.
• Manage PR and media contact relationships.
• Coordinate the development and delivery of marketing materials and promotional items.
• Plan and execute client and staff events, including logistics, venue coordination, and post-event communication.
• Organize and manage webinars and online event logistics.
• Provide input for marketing reports and maintain team knowledge sharing.
• Identify and support enhancements to processes, systems, and policies.
• Stay abreast of industry changes, legislation, and AI-driven marketing trends.
• Align marketing activities with the Client Value Proposition (CVP) and broader business goals.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.

We seek highly motivated, adaptable individuals who thrive in a dynamic, collaborative, and creative environment. Candidates should be comfortable with a generalist role that spans multiple marketing functions and embraces the evolving nature of marketing in the AI era

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Relevant Bacheloru2019s Degree or Advanced Diploma in Marketing and/or Communications

Minimum Experience Level: 2-3 years' experience in sales, marketing, or advertising environment

• Administrative procedures and systems
• Business principles
• Data analysis
• Governance, Risk and Controls
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills

• Communication
• Collaborating
• Initiating Action
• Work Standards
• Building partnerships
• Managing Work

Please contact the Nedbank Recruiting Team at

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. It offers a wide range of investment solutions for both retail and institutional investors. As a division of Nedbank Group Ltd , Nedgroup Investments leverages the investment and financial expertise of one of South Africa’s largest financial services groups.

The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation, and we tend to partner with them for long periods of time, giving them sufficient opportunity to deliver on their mandate objectives.

We obsess about long-term performance, and our top priority is to deliver a superior investment experience for our clients.

Information Technology

It Operations

Manage Self: Operational

To follow incident management protocols and assist to restore provided IT services to normal operation as quickly as possible by liaising with Vendors and Group Technology. Assist with testing Infrastructure deployments/upgrades when required

• Deliver on agreed timelines by ensuring the known error database is updated when new releases are deployed and relevant incidents are logged on JIRA.
• Ensure adherence to problem and incident management procedures by providing feedback and recommending process improvements.
• Contribute to operational efficiency by being cost-aware and aligning with business needs through timely stakeholder updates.
• Monitor the volume and severity of problems, escalating when thresholds are reached, in line with service level agreements.
• Build strong networks across Group Technology by understanding end-to-end service delivery and participating in agile ceremonies.
• Provide feedback to stakeholders by tracking and recording progress of actions and reviewing customer feedback and SLAs.
• Strengthen user experience by tracking the impact of recurring problems and conducting trend analysis post-change.
• Analyse incident faults and errors through root cause analysis and identify critical problem areas using capacity and availability reports.
• Identify recurring incidents by comparing current and historical problems and flagging those that may lead to future incidents.
• Ensure all incidents are recorded in line with standards and logged on both JIRA and ServiceNow where applicable.
• Determine priority classification by categorising problems and assessing impact and urgency based on system importance and user impact.
• Participate in root cause resolution with specialist teams and reference supporting documentation for system outages.
• Ensure diagnostic data is gathered and workarounds are tested before implementation.
• Record and monitor problem resolution activities using the agreed toolset.
• Update problem status to "known error" once root cause and workaround are identified and logged.
• Review unresolved known errors and problems as per the list from Release Management and ensure alignment with incident closure processes.

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments.
Specifically for this role, we are looking for:
High standard of personal presentation.
Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
Ability to deal with people both within the organisation and external customers.

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

BSC IT or Bachelors Degree

2-3 years Asset Management industry experience, IT industry experience, methodologies, and incident resolution.

• Banking knowledge
• Banking procedures
• Business administration and management
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge
• Process Design
• IT Report Writing
• Customer Focus
• Initiating Action
• Work Standards
• Managing Work
• Technical/Professional Knowledge and Skills

---

Please contact the Nedbank Recruiting Team at

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Nedbank Ltd Reg No 1951/ /06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at

Position: Legal Associate – Asset Management

Location: Cape Town (Office-based)

Sector: Renewable Energy

An exciting opportunity exists for a Legal Associate to support the Asset Management team by providing legal guidance across the project lifecycle—from financial close through construction and operation phases.

• Advise on key project and finance contracts (CTAs, PPAs, SHAs, MSAs, IAs)
  

• Support the management of legal obligations tied to financing agreements
  

• Draft and review legal notices and formal project correspondence
  

• Assist in resolving project disputes and handling claims processes
  

• Coordinate legal procedures and ensure contract compliance across stakeholders
  

• LLB or equivalent law degree
  

• 3+ years’ post-qualification experience in legal practice or in-house (ideally in project finance, banking, or infrastructure)
  

• Experience with renewable energy, IPP, or construction sectors is advantageous
  

• Strong written and verbal communication skills
  

• Commercially minded, detail-oriented, and able to manage multiple tasks