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Wealth Management Associate - High-Net-Worth Client Support

Company

SET Recruitment Consultants

Location

cape town, western cape

Posted

June 24, 2026

Position Overview

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.

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