Lumenii seeks a detail-oriented Wealth Management Associate in Cape Town to provide administrative support to Wealth Managers. You will assist with client documentation, onboarding, compliance and ensure high-quality service for private clients.

The suitable candidate will have 3–5 years’ experience in financial planning and an understanding of FAIS and FICA. The role requires proficiency in Microsoft Office and managing multiple deadlines effectively. A hybrid work model is offered after probation.