Titre du poste

Wealth Manager Assistant - Johannesburg

Description

Position : Wealth Manager Assistant - Johannesburg

We Are Hiring a Wealth Manager Assistant – Johannesburg (JB5812).
Location: Johannesburg West (Hybrid – work from home with 2 in-person meetings per week)Salary: R15,000 – 20,000 CTC per monthContract Type: Permanent
Main Responsibilities

  • Provide day-to-day administrative and operational support to the Wealth Manager
  • Manage the full client onboarding process, including documentation, applications, and record-keeping
  • Ensure compliance administration, including FICA packs and other regulatory documents
  • Prepare and process investment, insurance, and retirement product applications, as well as associated paperwork
  • Prepare quotes, submit business cases to product providers, and follow up until resolution
  • Liaise with clients, product providers, and internal teams to ensure smooth follow-ups
  • Schedule client meetings, prepare meeting packs, and support follow-up actions afterward
  • Maintain accurate client records and keep CRM data up to date
  • Assist with portfolio administration, valuations, and reporting as required
  • Handle client queries professionally and promptly, escalating when necessary
  • Support the Wealth Manager to ensure regulatory and compliance standards are met.

Required profile for job ad : Wealth Manager Assistant - Johannesburg

Required Profile :

  • Education: Grade 12 (equivalent to high school diploma) or higher
  • Experience:

    • Minimum 5 years in administration, personal assistant, or secretarial roles
    • Minimum 2 years as a Broker Assistant or Wealth/Financial Advisor Assistant managing client portfolios
  • Skills: Proficient in MS Word, Excel, PowerPoint, and CRM systems
  • Knowledge of FICA processes and record-keeping
  • Professional communication skills via email and phone
  • Able to handle confidential information responsibly
  • Ability to work independently in a hybrid work environment.

Job criteria for job ad : Wealth Manager Assistant - Johannesburg

  • Job category :
    Secretarial work, assistantship
  • Industries :
    Advice, audit, accounting
  • Employment type : Permanent contract
  • Region : Gauteng
  • City : Johannesburg
  • Experience level : 2 to 5 years
  • Educational level : College
  • Spoken language :
    english > fluent
  • Number of Position(s) : 1
  • Salary expectations :
    R 18,000 - 22,000
  • Team management :
    No
  • Wealth Management Assistant
  • WORD
  • Reporting
  • POWERPOINT
  • Administration
  • Documentation
  • Assistantship
  • Support
Be cautious! Do not send money to a potential employer. Do not pay any money for a potential contract of employment or for pre-employment training.
Please report any irregularities by using the candidate contact form and selecting the subject "Report a job ad".
Type de poste
Temps plein
Lieu du poste
Johannesburg, Afrique du Sud
Date de publication
17 janvier 2026
Valide jusqu’au
17 mars 2026
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Poste : Wealth Manager Assistant - Johannesburg

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