Private Wealth Assistant

Carrick Financial Services (Pty) Ltd; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Carrick Wealth in Cape Town is seeking a highly organised Private Wealth Assistant to support a Private Wealth Manager in delivering an exceptional client experience while driving business growth. You will handle client administration, new business coordination, and development support, ensuring smooth onboarding, accurate documentation, and compliant processes.

Engage with clients and providers to grow the PWM's portfolio, support meetings, and maintain meticulous records across reporting

Qualifications

• Proven ability to organise and manage multiple priorities in a fast-paced environment.
• Strong interpersonal and client-facing communication skills.
• High level of integrity, discretion and professionalism.

Responsibilities

• Support end-to-end new business processes and documentation.
• Maintain accurate client records in line with compliance standards.
• Prepare quarterly client portfolio reporting and client communications.
• Coordinate with internal teams and external providers to keep workflows progressing smoothly.
• Identify and nurture potential opportunities in line with growth targets.

Skills

Organisational skills

Communication

Attention to detail

Client service

Multitasking

Job description

Carrick Wealth is looking for a highly organised and proactive Private Wealth Assistant to support a Private Wealth Manager (PWM) in delivering an exceptional client experience while driving business growth.
This role combines client administration, new business coordination, and business development support. You'll play a key part in ensuring the smooth progression of new business, maintaining outstanding service standards, and helping to grow the PWM's client portfolio.

Key Responsibilities

New Business & Transaction Support

• Support the end-to-end new business process through Carrick's internal systems.
• Proactively follow up on outstanding applications, transactions, and requirements to ensure timely completion.
• Liaise with internal teams and external providers to keep business progressing efficiently.
• Work closely with the Private Wealth Manager and New Business team to ensure all documentation is accurate, complete, and compliant.

Client Administration & Reporting

• Maintain accurate client records in accordance with compliance and regulatory standards.
• Prepare, complete, and manage client documentation.
• Assist with quarterly client portfolio reporting, including preparation, coordination, and follow-up.
• Draft professional correspondence to clients and external providers.
• Engage with existing clients on behalf of the PWM, escalating feedback or requests where appropriate.

Operational Support

• Resolve day-to-day client and administrative queries.
• Attend internal, client, and strategy meetings as required.
• Maintain accurate reporting and business activity records.
• Develop a strong understanding of Carrick's wealth management solutions, products, and services.

Business Development

• Identify and prospect potential clients for Carrick's wealth management services.
• Generate and qualify new business opportunities aligned with the PWM's growth strategy.
• Engage prospective clients to assess their financial planning needs and suitability.
• Support the PWM in achieving agreed business development objectives.
• Monitor opportunities from initial engagement through to implementation and policy issuance.

What We're Looking For

• Excellent organisational and administrative skills with exceptional attention to detail.
• Strong interpersonal and communication skills with confidence engaging clients and stakeholders.
• Ability to manage multiple priorities in a fast-paced environment.
• Commercial awareness with an interest in financial planning and wealth management.
• High levels of professionalism, integrity, and discretion.
• A proactive, solutions-focused mindset with a willingness to learn and develop.

Why Join Carrick Wealth?

At Carrick Wealth, you'll become part of a high-performing team dedicated to delivering world-class wealth management solutions. This is an excellent opportunity for someone looking to build a long-term career within financial services, gaining exposure to client relationship management, business development, and wealth management operations while working alongside experienced Private Wealth Managers.

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