Wealth Manager Assistant

Recruiter: Carrick Wealth

Job Ref: HO000002/RB

Date posted: Wednesday, August 5, 2026

Location: Cape Town, South Africa

SUMMARY: Private Wealth Assistant About The Role 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.

POSITION INFO: 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.