About the position
Wealth Manager Assistant Come deliver high-impact client service in a trusted, professional wealth management environment. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Claremont, Cape Town
Market related
You're meticulous, dependable, and thrive in a fast-paced, high-volume environment. You take pride in your organisational skills, have excellent attention to detail, and approach your work with accuracy and urgency. Communicating confidently with clients and collaborating as part of a close-knit team comes naturally to you. You're also tech-savvy, highly numerate, and eager to support a high-performing Wealth Manager in delivering exceptional client experiences.
You'll provide comprehensive administrative and operational support to a Wealth Manager by helping to onboard new clients, manage CRM updates, and coordinate review packs. You'll handle compliance requirements under FICA and FAIS, resolve client queries, and ensure all documentation meets internal standards. Your contribution will directly enhance the client experience, enabling the Wealth Manager to focus on building and nurturing long-term client relationships.
You'll be joining a highly regarded wealth management firm that provides holistic financial services to high-net-worth individuals and families. Known for its integrity, professionalism, and commitment to long-term relationships, the business fosters a supportive, client-centric culture. As part of a collaborative team, you'll contribute to an environment that values trust, service excellence, and discretion. You'll be fully based in lovely offices in Claremont, Cape Town.
You'll need 3-5 years' experience in the financial planning or wealth management space, with strong knowledge of FICA and FAIS. A commerce or finance degree is advantageous, as is RE5. Proficiency in MS Office is essential, and experience with XPlan is a plus. Most importantly, you'll be deadline-driven, accurate, and comfortable managing a high volume of detailed tasks. Due to the role being office based, only candidates living close by can be considered.
A collaborative and professional team culture, the opportunity to grow within a respected wealth management firm, and the chance to make a real impact in supporting high-value client relationships.
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:
- Admin Work
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Diploma
