Wealth Management Assistant: Investments & Client Service

The Recruiters; Cape Town; On-site; ZAR 180,000 - 280,000; Full time

Job summary

The Recruiters in Cape Town is seeking a Wealth Manager Assistant to support Wealth Managers with all administrative functions related to servicing existing and prospective clients, with a particular focus on investment and retirement fund administration.

You will handle client servicing documentation, process investment switches and other requests, maintain CRM records, and liaise with product providers to ensure deadlines are met.

Qualifications

• Matric (Grade 12) required.
• Minimum 2 years' experience in investment administration advantageous.
• Strong attention to detail and client-focused.
• Afrikaans proficiency preferred.

Responsibilities

• Support Wealth Managers with administrative tasks and meet deadlines.
• Maintain understanding of investment product administration ( Living Annuities, Life Annuities, Retirement Annuities, Preservation Funds, Discretionary Investments, Endowments, Tax-Free Savings Investments).
• Process investment switches, withdrawals and servicing instructions; prepare documentation for client review and signature.
• Keep CRM records accurate; ensure documentation is filed and up-to-date.

Skills

Attention to detail

Verbal & written communication

Deadline oriented

Organisational skills

Client-focused

Proactive mindset

Team oriented

Afrikaans

CRM systems

Education

Matric (Grade 12)

Tools

CRM system

Job description

The Recruiters in Cape Town is seeking a Wealth Manager Assistant to support Wealth Managers with all administrative functions related to servicing existing and prospective clients, with a particular focus on investment and retirement fund administration.

You will handle client servicing documentation, process investment switches and other requests, maintain CRM records, and liaise with product providers to ensure deadlines are met.