Head of Client Services (Wealth Management)

About the position

Head of Client Services (Wealth Management)
Rondebosch, Cape Town
Market-related

Shape and drive the future of client service delivery in a leading boutique wealth advisory practice.

Is this you?
You're a detail-driven process driver who thrives in regulated environments and takes pride in supporting teams that deliver excellence. You balance operational rigour with a client-first mindset and enjoy creating scalable processes that support growth. You communicate crisply, coach effectively, and lead by example, fostering a culture of accountability, service, and continuous improvement.

What you'll be doing (and why you'll enjoy it)
In this pivotal role, you'll lead and professionalise the administration and client service function. From onboarding and KYC/FICA compliance through to adviser support and ongoing servicing, you'll ensure processes run smoothly, accurately, and efficiently. You'll embed compliance controls, optimise systems, and prepare the business for audits while building a high-performing team. Your day-to-day will also include mentoring staff, managing cyclical peaks, overseeing office operations, and reporting on service levels, errors, and compliance. This is a role where your operational discipline and leadership will directly shape client experience and business resilience.

Where you'll be doing it
Our client is a respected, award-winning financial advisory practice with a reputation for delivering high-quality, independent advice to ultra high nett worth clients. They combine modern technology and streamlined workflows with a supportive, close-knit culture that values trust, camaraderie, and a pioneering spirit. Employees enjoy a collaborative environment where excellence is celebrated and innovation is encouraged. You'll be fully office based in professional offices in Rondebosch, Cape Town.

What you'll need
You bring at least 7 years of administration or operations experience gained in wealth or asset management. You have the confidence and skill to lead a team, you've managed onboarding and advice documentation, and navigated compliance frameworks. Strong Microsoft 365 and CRM/workflow skills are essential, while RE5, FAIS/FSCA exposure, or higher financial planning qualifications are advantageous. Only candidates currently residing in Cape Town can be considered, ideally residing in the southern suburbs.

What you'll get
Along with a market-related salary, you'll enjoy discretionary bonuses, birthday leave, team lunches, and access to cutting-edge technology. You'll be part of a forward-thinking practice that rewards initiative and upholds client excellence.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Client Service

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Grade 12 / Matric