Wealth Management Assistant

RecruitMyMom; Cape Town; On-site; ZAR 335,000 - 670,000; Full time

Job summary

RecruitMyMom in Cape Town seeks an experienced operations specialist to provide robust client onboarding, investment administration, and platform-transaction support with accuracy and compliance. You will handle portfolio analysis, documentation, and Records of Advice, coordinating with leadership, operations, and compliance to ensure timely, compliant investment actions and clear client communication.

This role requires meticulous record-keeping, proactive client engagement, and flexibility in

Qualifications

• Experience onboarding clients and managing investment administration.
• Ability to perform portfolio analysis and product comparisons.
• FICA compliance and regulatory documentation knowledge.
• Prepare ROA and investment proposals for review.

Responsibilities

• Onboard clients and manage investment administration, switches, and beneficiary updates.
• Verify client objectives, risk profiles, portfolios, cash flows, and tax considerations.
• Perform portfolio analysis, tax, fees, CGT, and asset allocation evaluations.
• Prepare ROA and investment proposals for review and approval.
• Source fund data and compile client review packs.
• Maintain accurate client records and workflow statuses.
• Attend meetings, record decisions, and act on follow-ups.
• Track applications across provider platforms with precise logging.
• Respond to client enquiries promptly with same-day actions when possible.
• Flexible hours for an experienced, independent operator.

Skills

Portfolio analysis

Client onboarding

FICA compliance

Documentation preparation

Job description

Cape Town, South Africa | Posted on 07/09/2026

Working in a high-performance wealth management firm, this position provides sustainable, consistent operational and technical support to a direct-client team. The role is central to delivering accurate, suitable, and compliant investment advice while taking ownership of ongoing administrative processes.

The position supports the end-to-end client journey through detailed portfolio analysis, documentation preparation, and platform transaction management . You will operate in close alignment with leadership, operations, and compliance teams to ensure investment actions are implemented efficiently and aligned with established service standards .

Requirements

Take ownership of client onboarding, investment administration, switches, dis-investments, beneficiary updates, FICA requirements, and provider follow-ups.

Gather and verify client information including objectives, risk profiles, existing portfolios, cash flows, and tax considerations .

Perform technical calculations, portfolio analysis, product comparisons, and evaluations relating to 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 subsequent 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 maintain accurate event and communication lists .

Respond to client enquiries promptly, ensuring same-day acknowledgement or action where possible .

Some flexibility regarding working hours for an experienced, independent operator.