Wealth Management Associate

  • Company:

    The Recruitment Council

  • Location:

    Claremont

  • Job Type:

    Permanent

Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town […]
Industry: Financial Services / Wealth Management […]
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. […]
Prepare client onboarding documentation and manage CRM updates […]
Draft Record of Advice...

13 days ago from: jobplacements.com

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