Independent Wealth Manager: Grow Client Portfolios

CA; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

CA, an established independent wealth and investment management business based in Cape Town, seeks an ambitious investment professional to join its team, offering greater autonomy and meaningful client relationships.

You will build and maintain client relationships, develop understanding of investment objectives, support portfolio tailoring, and grow your career in wealth management alongside experienced professionals.

Responsibilities

• Building and maintaining relationships with clients.
• Developing an understanding of clients' investment objectives and wealth management needs.
• Supporting the development and management of tailored investment portfolios.
• Working alongside experienced investment professionals.
• Identifying opportunities to develop new client relationships and grow the business.
• Staying informed about local and international financial markets.
• Developing your expertise across a broad range of investment products and asset classes.

Job description

CA, an established independent wealth and investment management business based in Cape Town, seeks an ambitious investment professional to join its team, offering greater autonomy and meaningful client relationships.

You will build and maintain client relationships, develop understanding of investment objectives, support portfolio tailoring, and grow your career in wealth management alongside experienced professionals.