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⏰ Full-time

Wealth Management Associate

Lumenii
Location 📍 cape town, South-Africa
Posted 📅 June 12, 2026
Work Type ⏰ Full-time

Position Overview

Cape Town, South Africa | Posted on 06/09/2026

Are you a highly organised, detail-focused professional with experience in financial planning or wealth management administration?

Private Client Holdings is looking for aWealth Management Associate to support a Wealth Manager in delivering exceptional service to private clients and their families. This role is ideal for someone who takes pride in accuracy, professionalism, client care and getting the details right. At Private Client Holdings, the culture is built onProfessionalism, Client Centricity and Trust . The team is committed to nurturing long-term client relationships and providing dependable, high-quality support in a private wealth environment.

Purpose of the Role

The purpose of this role is to provide professional administrative and operational support to a Wealth Manager.

You will help manage client documentation, onboarding, compliance ...

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Job Details

Employment Type
Full-time
📊
Category
Operations & Business Administration
🏠
Work Arrangement
On-site
📍
Location
cape town, South-Africa