💼 Full-Time Position

Wealth Management Associate

🏢
SET Consulting
📍 Cape Town, Western Cape, South Africa
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Location
Cape Town, South Africa
📅
Posted
June 13, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Wealth Management Associate

Market-related Package


Cape Town


A leading boutique wealth and financial planning environment is seeking a highly organised and client-centric Wealth Management Associate (WMA) to support a Wealth Manager in delivering an exceptional client experience to High-Net-Worth and Ultra-High-Net-Worth clients.


This role is ideal for a detail-oriented professional with strong administrative capability, excellent interpersonal skills, and experience within the financial planning or wealth management environment. The successful candidate will play a key role in managing operational processes, handling client-related administration, ensuring compliance, and supporting the Wealth Manager in delivering seamless wealth management solutions.


Key Responsibilities


Administrative Support

  • Prepare and collate new client onboarding documentation.

  • Manage and update client CR...