Wealth Management Associate - High-Net-Worth Client Support

SET Recruitment Consultants is seeking a Wealth Management Associate in Cape Town to support a Wealth Manager in providing exceptional client experiences for High-Net-Worth clients.

This role requires strong organizational and administrative skills, with responsibilities including onboarding clients, managing compliance records, and assisting with operational processes. Ideal candidates should have 3-5 years of experience in financial planning, along with strong Microsoft Office proficiency.