Cape Town Region: Wealth Management Associate

Minimum requirements: Commerce or financial degree from a reputable tertiary institution (advantageous) Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA 3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities Consultant: Debbie Watkyns – Dante Personnel Cape Town