650 Wealth Management jobs in South Africa

Job Description

Essence of the 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 clients experience through effective communication proactivity and dependability enabling the Wealth Manager to focus on nurturing wealth for our private clients and their families.

Qualification :

Commerce or financial degree from a reputable tertiary institution (advantageous)

CFP designation advantageous

RE5 advantageous.

Minimum Requirements :

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.

Prepare and collate new client onboarding documentation.

Oversee the management and updating of client CRM profile.

Liaise with external and internal providers on client specific queries and implementation of instructions.

Apply basic knowledge of the FAIS General Code of Conduct in daily work.

Draft and / or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.

Ensure a basic level of product knowledge by keeping up to date with products used by service providers.

Compile proposal documents based on the Wealth Manager instruction and recommendations.

Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.

MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).

Required Experience :

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Employment Type : Full-Time

Experience : years

Vacancy : 1

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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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• Valid Matric.
• Own reliable vehicle.
• Bachelors degree (BCom, LLB, or related degree)
• Must be bilingual English and Afrikaans.

• Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.
• Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.
• Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes.
• Stay up-to-date with market/economic trends, financial strategies, and regulatory developments.
• Collaborate with internal and external experts to deliver holistic wealth solutions.

• Strong analytical skills with a client-centric approach.
• Excellent communication and interpersonal skills.
• A high degree of integrity and professional ethics.

• Be part of a forward-thinking and client-first environment.
• Access to a wide range of resources and tools to support your success.
• Competitive compensation package and performance-based incentives.
• Opportunities for professional growth and development.

Description

To provide administrative and implementation support to Wealth Managers by executing administrative duties according to standard operating procedures.

To build and maintain client relationships, collaborate with internal stakeholders and service providers.

1. Control costs by understanding the impact of work and minimizing waste.
2. Manage personal costs and expenses to improve cost effectiveness.
3. Identify and escalate potential risks that could increase costs.
4. Follow standards and procedures to reduce costs.
5. Suggest process improvements to save costs.
6. Operate within budgeted operational costs for projects and work expenses.
7. Manage physical resources and equipment to prevent financial loss and waste.
8. Manage internal stakeholders and adhere to SLA agreements.
9. Build objective relationships with stakeholders, including end-users, SMEs, project managers, and senior staff.
10. Develop collaborative relationships to enhance productivity and service delivery.
11. Maintain relationships for expectation management, knowledge sharing, and integration.
12. Strive to improve service quality, productivity, turnaround time, and reliability to prevent operational loss.
13. Resolve client queries according to standards; escalate issues when necessary to ensure prompt resolution and improved client experience.
14. Suggest internal process improvements to enhance service levels and customer satisfaction.
15. Serve as the first contact point for clients and manage interactions effectively.
16. Complete assigned activities efficiently and accurately within set schedules.
17. Participate in meetings, document discussions, and share information with the team.
18. Deliver accurate work to ensure consistent departmental results.
19. Use knowledge and experience to develop solutions that improve service delivery and quality.
20. Be accountable for personal work, exercising judgment and discretion in line with organizational values and ethics.
21. Comply with governance and compliance standards, escalating issues as needed.
22. Continuously identify and escalate risks.
23. Provide timely reports on operations, performance, and audits.
24. Report transactional activity progress within guidelines to support decision-making.
25. Plan and organize tasks to meet performance objectives.
26. Identify activities for personal development and create a review plan with supervisors.
27. Understand required competencies and skills for performance and development.
28. Stay informed about learning opportunities, product changes, and industry trends.

Job Details

Applications will not be accepted after 21/08/25. Please submit applications before the deadline.

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; it will be kept confidential unless legally required.

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.

• Develop and implement bespoke financial strategies to help clients grow and protect their wealthlocally 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.

• 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.

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

• 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 industrys best.

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