{"id":1568799,"url":"https://alion.io/job/arvo-associate-wealth-manager","title":"Associate Wealth Manager","company":{"id":1809505,"name":"Arvo","domain":"arvo.org","url":"https://alion.io/company/arvo-org","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"B","score":75,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-02T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Johannesburg, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":8500,"max_usd":23000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":8},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-17T00:00:00Z","employer_posted_date":"2026-09-17","last_verified_at":"2026-10-02T19:21:49Z","board_verified":true,"closed_at":null,"days_open":16,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":16},"description":"ASSOCIATE WEALTH MANAGER\nFamily Office Practice, Boutique Multi-Family Office.\nLocation: Melrose Arch, Johannesburg\nReports To: Director / Head of Client Advisory\nType: Permanent, Full-Time\nExperience: 3 - 5 Years\nABOUT THE FIRM\nThe firm is a boutique multi-family office based in Melrose Arch, Johannesburg, providing investment management and comprehensive family office services to a select client base of high-net-worth and ultra-high-net-worth families.\nThe firm operates across domestic and international markets, with established relationships across leading global asset managers and specialist advisors. Its investment capability is rigorous, process-driven, and built on decades of institutional expertise. The firm has maintained exceptional client retention throughout its history - a reflection of the depth of trust earned and the consistency of service delivered.\nThe practice is growing, and this role is part of that expansion. Those who join at this stage will work closely with and report directly to a Director with over two decades of experience in South African wealth management and family office service delivery.\nTHE ROLE\nThe Associate Wealth Manager (AWM) is the primary client contact for an allocated panel of family office clients. The AWM owns the full advice delivery pipeline for their panel: meeting preparation, attendance at client meetings alongside the Wealth Manager, minutes, action management, and proposals.\nThe AWM is who clients contact between meetings. They are responsible for ensuring that every commitment made in a client review is followed through completely and on time. Over time, the AWM takes on increasing ownership of proposals, CGT calculations, and tax planning for their client panel.\nPRIMARY RESPONSIBILITIES\nClient Meetings & Minutes\nAttend all client review meetings alongside the Wealth Manager\nProduce structured meeting minutes within 24 hours, with every action item named, owned, and dated\nOwn the complete action register for the client panel and maintain full visibility of all outstanding items at all times\nManage all meeting logistics: scheduling, client pre-reading, and correspondence before and after\nAction Ownership & Client Services\nInstruct the Client Services team on all implementation tasks arising from client meetings\nFollow up on all delegated actions and maintain accountability for their completion\nServe as the single point of client contact for all service matters on the panel\nProposals, Tax Planning & Family Office Work\nResponsible for client proposals for the panel, working initially alongside the Investment Specialist and building toward full ownership over time\nManage provisional tax planning for clients in coordination with external tax practitioners\nOwn CGT calculations for proposals\nFirst point of contact for family office matters including property, estates, trusts, offshore structures, and insurance; the AWM coordinates, sources expert input, and drives resolution\nClient Relationship Management\nMaintain a thorough understanding of each client's family structure, financial circumstances, preferences, and upcoming life events\nMaintain complete and current client records in the practice management system\nEnsure no client on the panel exceeds their designated review cadence\nSet up and schedule all client reviews independently, without prompting from the Wealth Manager\nRequirements\nCANDIDATE REQUIREMENTS\nThe following are considered essential:\n3 to 5 years in wealth management, private banking, or a family office\nCFP qualification, or demonstrably in progress with a clear completion timeline\nDemonstrated ability to manage a client panel independently\nStrong written communication across minutes, proposals, and client correspondence\nXPlan or comparable CRM and practice management experience\nCompetency in CGT calculations and provisional tax processes\nFamiliarity with leading South African investment platforms\nHigh attention to detail and sound critical thinking\nEmotional intelligence and sound judgement in client situations\nA strong sense of urgency and personal accountability\nBenefits\nREMUNERATION\nSalary is negotiable and commensurate with experience and qualifications. The firm operates a merit-based bonus structure and places strong emphasis on recognizing individual performance and contribution.\nThis is a confidential search conducted through ARVO. Applications are managed via Workable. The name of the firm will be disclosed to suitably qualified candidates at the appropriate stage of the process.","description_format":"text","description_chars":4533,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-01T06:54:28Z"}],"liveness":{"score":52,"band":"ok","label":"Likely open","p_open":1,"p_active":0.692,"p_room":0.75,"age_days":15,"expected_fill_days":20,"reasons":["conf:14","win:late","comp:junior"],"computed_at":"2026-10-02T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/arvo-associate-wealth-manager","json_url":"https://alion.io/job/arvo-associate-wealth-manager.json","meta":{"generated_at":"2026-10-03T00:59:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":774,"day_limit":5000,"remaining_today":4226,"minute_limit":60,"resets_at":"2026-10-04T00:00:00Z"}}}