Wealth Management Associate

Set Consulting • cape town, cape town, South-Africa • Posted May 30, 2026

Location cape town, cape town

Job Type Full-time

Category Other-General

Posted May 30, 2026

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...
            

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