Cape Town City Centre: Wealth Manager Assistant

July 25, 2025 Jobs in Cape Peninsula

Cape Town City Centre: Wealth Manager Assistant

Posted on 2025-07-25 00:00:00

Employer	Unspecified
Category	Accounting / Finance
Location	Cape Town Region / Cape Town City Centre

Job Summary

Overview: Our client, a boutique investment advisory and wealth management firm, is seeking a Wealth Manager Assistant to join them at their Somerset West branch. With over R30 billion in assets under advice, the firm delivers global best-of-breed investment advice to institutional and corporate investors, as well as financial planning and wealth management solutions to personal and family office clients. With branches in Somerset West, Stellenbosch and Johannesburg, they serve clients across the Western Cape and Gauteng. The core advisory team has worked together for more than a decade, bringing deep expertise and long-standing stability to the firm, with an average of 13 years of investment experience per team member. Responsibilities: Provide excellent client service through effective communication (verbal, written and in-person client interactions) Provide client centric administrative support to the Financial / Investment Advisors within the team, including handling of follow-up correspondence with clients, beneficiaries and third-party providers Collation of all necessary documentation relating to administration of investment instructions, payments and client accounting, preparation and capturing of same on internal systems Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions are compliant Attend to and resolve all queries directly with clients, building relationships and understanding their service requirements Maintenance of Client Relationship Management System Collation of all client monthly and quarterly reporting General secretarial support: typing, filing, etc. of client correspondence Preparation, collation and distribution of Quarter end statements Reception responsibilities, diary management and travel arrangements Liaison with service providers on various platforms (including Ninety One, Glacier, Discovery, Investec Wealth and Investments) Requirements: Role is ideally suited to applicants with previous Wealth Management administrative experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years’ proven track record experience in this area Previous unit trust knowledge, and investment/ life/ offshore experience will be an advantage Mathematics or accounting at matric level Bookkeeping diploma an advantage MS Office suite and Excel at an intermediate level Typing speed: 50 wpm Ability to work independently, attention to detail and excellent organizational skills, including problem solving and initiative

View Job Cape Town: Withdrawals and Claims Consultant posted by Palesa Mbali Group

Click Go Apply to apply online!

Get Similar Job Alerts

More jobs in Cape Town City Centre

More jobs in Cape Town Region

Browse Accounting / Finance Jobs

Browse Unspecified Jobs

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions

Cape Town: Brand Manager posted by Kendrick Recruitment

Brand Manager Luxury Restaurant Group Cape Town Salary R35,000 R40,000 Negotiable, Dependent on Experience Location Cape TownKendrick Recruitment is...

View Job
Brand Manager

Cape Town: Guest Relations Manager posted by Kendrick Recruitment

Guest Relations Manager Luxury Travel Company Cape Town Salary R45,000Kendrick Recruitment is now seeking an enthusiastic and dynamic Guest Relations...

View Job
Guest Relations Manager

Cape Town: Production Manager posted by FROGG Recruitment

Production Manager Cape Town Our Food Manufacturing client in Cape Town Area is looking for a production manager with 5 years experience in Food...

View Job
Production Manager

Cape Town: German Customer Service (C1/C2) posted by abc worldwide

Job Description for the German-Speaking Customer Service Agent positionJob Title German-Speaking Customer Service AgentIndustry Sales of Accounting...

View Job
German Customer Service (C1/C2)

Cape Town: Debtors and Banking Clerk posted by SET Consulting

Debtors and Banking ClerkR300k NegCape TownExcellent career opportunity with medium sized FMCG Group. Reporting to the Senior Accountant you will be...

View Job
Debtors and Banking Clerk

Cape Town: Mechanical Engineer CPT posted by Pro Tem

My client is seeking a qualified individual to join our team as Mechanical and Fire Engineer. In this role, you will take charge of Mechanical and Fire...

View Job Cape Town: Bookkeeper posted by Hire Resolve

View Job
Mechanical Engineer CPT

Cape Town: 2nd Line IT Support posted by Mindmatch Consulting

Summary and purpose of the JobProvide investigation of customer incidents escalated to the team, quickly triage, and bring the case to resolution.Become an...

View Job
2nd Line IT Support

Cape Town: Marketing & Communications Manager posted by O’Brien Recruitment

Were Hiring Marketing Manager Real Estate Cape Town De WaterkantAre you a creative and strategic marketing professional with a passion for real estate?...

View Job
Marketing & Communications Manager

Cape Town: Office Administrator posted by Southey Contracting Offshore Division

Key Performance Areas amp DutiesResilience and Interpersonal Skills Demonstrate resilience and possess excellent interpersonal skills to effectively...

View Job
Office Administrator

Cape Town: Structural Engineer CPT posted by Pro Tem

Mu client is looking for a Structural Engineer with a curious attitude and thirst for knowledge to join our dynamic and innovative team. The applicant will...

View Job
Structural Engineer CPT

Cape Town: Senior Account Executive posted by WatersEdge Solutions

Senior Account ExecutiveLocation South Africa 80 Remote 20 In-Office or Client SiteEmployment Type Full-TimeIndustry SaaS Data Commercialisation ...

View Job
Senior Account Executive

Cape Town: Senior Strategic Sales Consultant posted by WatersEdge Solutions

WatersEdge Solutions is partnering with a market innovator in data commercialisation to recruit a Senior Strategic Sales Consultant. This senior role is...

View Job
Senior Strategic Sales Consultant

Cape Town: Production Planner – Cape Town posted by Hire Resolve

A leading manufacturer in the consumer goods sector is seeking a detail-oriented and proactive Production Planner to join their team in Cape Town. The...

View Job
Production Planner – Cape Town

Cape Town: Junior Cost Estimator / Quantity Surveyor (12 month Contract) posted by Time Personnel

REQUIREMENTSnbspBtech degree or Advanced Diploma in Quantity Surveying, or Cost Accounting qualificationMinimum 3 yearsrsquo experience in the...

View Job
Junior Cost Estimator / Quantity Surveyor (12 month Contract)

Cape Town: Design, Preflight & Social Media Specialist posted by Print-tag

Design PreflightReview and prepare client artwork for production.Ensure files meet technical specifications bleed, resolution, colour.Liaise with the...

View Job
Design, Preflight & Social Media Specialist

Cape Town: Warehouse Logistics Supervisor posted by FROGG Recruitment

Warehouse amp Logistics Supervisor Richwood, MilnertonOur client is looking for a Warehouse amp Logistics Supervisor with 5 years experience as a...

View Job Johannesburg: Financial Director posted by Goldman Tech

View Job
Warehouse Logistics Supervisor

Share this to someone who needs a job:

Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

Tagged Accounting, Finance

Cape Town City Centre: Wealth Manager Assistant

Cape Town City Centre: Wealth Manager Assistant

Job Summary

Get Similar Job Alerts

More related positions

Cape Town: Brand Manager posted by Kendrick Recruitment

Cape Town: Guest Relations Manager posted by Kendrick Recruitment

Cape Town: Production Manager posted by FROGG Recruitment

Cape Town: German Customer Service (C1/C2) posted by abc worldwide

Cape Town: Debtors and Banking Clerk posted by SET Consulting

Cape Town: Mechanical Engineer CPT posted by Pro Tem

Cape Town: 2nd Line IT Support posted by Mindmatch Consulting

Cape Town: Marketing & Communications Manager posted by O’Brien Recruitment

Cape Town: Office Administrator posted by Southey Contracting Offshore Division

Cape Town: Structural Engineer CPT posted by Pro Tem

Cape Town: Senior Account Executive posted by WatersEdge Solutions

Cape Town: Senior Strategic Sales Consultant posted by WatersEdge Solutions

Cape Town: Production Planner – Cape Town posted by Hire Resolve

Cape Town: Junior Cost Estimator / Quantity Surveyor (12 month Contract) posted by Time Personnel

Cape Town: Design, Preflight & Social Media Specialist posted by Print-tag

Cape Town: Warehouse Logistics Supervisor posted by FROGG Recruitment

Cape Town: External Technical Sales Representative posted by FROGG Recruitment

Western Cape: General Worker – Cape Town posted by Jordan Human Resources

Cape Town: Business Improvement Engineer/Manager (Contract) (CPT) posted by Datafin

Cape Town: Personal Assistant to Sales (CPT Onsite) posted by Datafin

Cape Town: Continuous Improvement (CI) Coach (CPT) posted by Datafin

Cape Town: Sales Consultant (Property) (CPT Onsite) posted by Datafin

Cape Town: SQL Reporting Systems Support Specialist (Financial Services) (CPT Hybrid) posted by Datafin

Cape Town: Underwriting Administrator (SwissRe) (CPT Hybrid) posted by Datafin

Cape Town: New Business & Customer Service Manager posted by Talent Shore PTY Ltd

What do the people say?

Cape Town City Centre: Wealth Manager Assistant

Cape Town City Centre: Wealth Manager Assistant

Job Summary

Get Similar Job Alerts

More related positions

More Jobs in Your Area

What do the people say?