Wealth Management Assistant

About the role

A high-performance wealth management firm is looking for a Wealth Management Assistant in Cape Town. The role gives operational and technical support to a direct-client team, helping deliver accurate, suitable and compliant investment advice while owning ongoing administrative processes. It covers the end-to-end client journey, from portfolio analysis and documentation to platform transactions, in line with leadership, operations and compliance teams.

Key responsibilities

• Take ownership of client onboarding, investment administration, switches, dis-investments, beneficiary updates, FICA requirements and provider follow-ups.
• Gather and verify client information such as objectives, risk profiles, existing portfolios, cash flows and tax considerations.
• Perform technical calculations, portfolio analysis, product comparisons and evaluations on tax, capital gains, fees and asset allocation.
• Prepare investment proposals, written recommendations and Records of Advice (ROA) for review and approval.
• Source quotations, fund fact sheets and technical data from approved product providers.
• Compile client review packs and prepare documentation for initial, planning and review meetings.
• Attend client meetings when required, record decisions and execute action items.
• Manage applications and investment instructions across provider platforms with precise tracking.
• Maintain accurate client records, advice files and workflow statuses on internal systems.
• Monitor client touch-point cadences, flag service gaps and keep event and communication lists up to date.
• Respond to client enquiries promptly, aiming for same-day acknowledgement or action.

Required profile

• Permanent position based in Cape Town.
• RE5 preference.
• Suitable for an experienced, independent operator who can work with some flexibility in working hours.