Finance & Banking 

Wealth Management Assistant


Finance, Wealth Management, Risk assessment, Client Management, Internship

Career Field

Finance & Banking 

Job Type

Internship Programme


South Africa



The Host Organisation

One of Cape Town's leading wealth management companies offering services in; investment planning, pensions, risk planning, international investment, estate planning, tax planning and international banking.

Roles and Responsibilities

Interns will have the chance to spend time in each of the companies main departments. They will receive training in client management, building portfolios, investment vehicles and products, international markets, tax laws, estate planning, retirement plans, using specialised software and more.


Currently studying or completed a degree in business, economics, finance, management or a maths based subject Good interpersonal skills Strong analytical ability A logical thinker

Skills Acquisition

Learn how to identify and serve clients needs Numerical computation Improve your IT skills and gain an understanding of specialised software Problem-solving Analytical skills Relationship management Improve your knowledge of financial products and global markets

Benefits to Intern

Gain experience in multiple areas within the finance and banking sector and make more informed decisions about your future career path Gain hands-on professional experience in a fast-paced work environment Develop important finance related skills Build your commercial acumen Demonstrate your adaptability and dedication to future employers Gain an in-depth knowledge of specialised software

Schedule & Compensation

Full-time temporary role with the expectation of 37.5 hours work per week. Summer placement of 8-12 weeks with some flexibility and potential to extend Internship completed on an unpaid basis.



Please note that this position is offered as part of a comprehensive professional internship programme which has a fee. We offer lots of opportunities in this career area as part of our internship programme.

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Key programmes features

You are here for your development, your career and ultimately your future. You need to nail it when choosing a provider and a programme. So here's our offering in a nutshell.

Choice of programmes

We offer several programme options to suit different budgets

Choose your level of support and independence

Pay only for what you need from your trip

Programme fee starts at GBP £396 (USD $495)

Unlimited duration. No extra fee

Stay for any amount of time that you need and the price you pay for your programme does not change.

Total flexibility and control over your stay duration

You're free to change your itinerary whilst you're here, no hassle.

Unique guarantees

You won’t pay a penny unless we can offer you your ideal internship. Get 100% back if you’re not 100% happy after our placement search.

Your needs and preferences always come first

You're in total control of your experience

You won't get a 'cookie cutter' experience with us.

Four unique promises underpin our services. See them.

Focus on the skills you need.

Not only do you choose your industry, but also choose the exact skills you want to develop within that industry. Communication, negotiation, political negotiation. Just say!

We have a huge network of host organisations that allow us to find your match with unbeatable accuracy.

Our unique application provides you with the opportunity to highlight the skills you need to develop.

Our placement search is totally driven by your personal requirements.

Download and read a free guide.

13 Essential Insights for a Fulfilling and Safe Internship in Cape Town


What are others saying?

See a selection of ratings and quotes below from our alumni; you can click through to their full interview and detailed rating by clicking below.

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