98 Management Associate jobs in South Africa

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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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Get notified about new Wealth Management Associate jobs in Cape Town, Western Cape, South Africa .

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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

About the Role
This is a support focused position, ideal for someone with a strong administrative foundation and a clear interest in business management and operations. The candidate will be actively involved in a wide range of activities that contribute to the smooth running of the organisation while gaining first hand insight into executive level decision making and leadership in a national company.

Requirements

• A degree in Human Resources, Law, Business Administration or a related field.
• Previous experience in administration or project support is essential
• Exposure to the Temporary Employment Services or recruitment industry is a strong advantage
• A desire to grow into a future management role

• Coordinating the Managing Director’s calendar, meetings, and priorities
• Preparing reports, presentations, and business documents
• Taking minutes and tracking follow ups from strategic and operational meetings
• Assisting with special projects and high impact business initiatives
• Providing day to day operational and administrative support

• Organised and detail oriented, with strong administrative skills
• Confident and professional in communication
• Emotionally mature, reliable, and discreet
• Comfortable in a fast paced, high-pressure environment
• Open to feedback and continuous learning
• Genuinely interested in understanding how a business operates and grows

• A degree in Human Resources, Law, Business Administration or a related field.
• Previous experience in administration or project support is essential
• Exposure to the Temporary Employment Services or recruitment industry is a strong advantage
• A desire to grow into a future management role

• Coordinating the Managing Directors calendar, meetings, and priorities
• Preparing reports, presentations, and business documents
• Taking minutes and tracking follow ups from strategic and operational meetings
• Assisting with special projects and high impact business initiatives
• Providing day to day operational and administrative support

• Organised and detail oriented, with strong administrative skills
• Confident and professional in communication
• Emotionally mature, reliable, and discreet
• Comfortable in a fast paced, high-pressure environment
• Open to feedback and continuous learning
• Genuinely interested in understanding how a business operates and grows

Are you a driven and analytical finance graduate eager to work at the intersection of finance, technology, and client engagement? Our client, an award-winning global technology group, is seeking a dynamic Client Management & Migration Associate to join their innovative and agile team. This is an exciting opportunity to gain exposure to a cutting-edge web-based platform used by leading companies to manage their share incentive plans.

Key Responsibilities
As a Client Management & Migration Associate, you will:

• Assist with onboarding new clients and uploading share plan data onto the system

• Provide technical and product guidance on the share plan platform

• Advise on IFRS 2 and related incentive queries

• Lead client communication including broker interactions and award issuance processes

• Deliver platform training to clients and offer continuous support

• Maintain and grow client relationships, identifying upselling opportunities

• Gather client feedback and collaborate internally to enhance platform functionality

Minimum Requirements

• Bachelor’s degree in Finance, Accounting, or related field (CA or equivalent preferred)

• Exceptional academic track record

• Advanced Excel skills (non-negotiable)

• Strong analytical, problem-solving, and communication abilities

• Proactive self-starter, capable of working independently and in a team

• Highly organised and deadline-driven

If you have not been contacted within 10 working days, please consider your application unsuccessful.

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