Wealth Management Support & Growth Coordinator

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 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