Investment Manager

WatersEdge Solutions; Cape Town; Hybrid; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial services company seeks an experienced Investment Manager to drive funding and client relationship efforts. The ideal candidate will have a strong background in portfolio management and compliance, working in a hybrid environment to engage high-value clients and shape investment strategies.

Qualifications

• 5–8 years of experience in financial services, especially in investment or wealth management.
• Strong exposure to corporate banking and portfolio development.
• Experience with compliance frameworks.

Responsibilities

• Attract new investors and drive client engagement.
• Maintain strong working relationships with Treasury and back-office teams.
• Ensure all compliance documentation is complete and accurate.

Skills

Analytical

Problem-solving

Communication

Attention to detail

Proactive

Education

Degree in Finance, Investments, or related field

Tools

Excel

Job description

We are seeking an experienced and results-driven

Investment Manager

to lead funding, relationship, and compliance efforts within a dynamic financial services environment. The role requires a seasoned professional with strong commercial acumen, regulatory understanding, and the ability to engage high-value clients across banking and investment portfolios.

This is an exciting opportunity for someone with a background in wealth or portfolio management, who thrives in a fast-paced, client-driven environment and enjoys shaping funding strategies aligned with business goals.

Role Overview

The Investment Manager will be responsible for promoting funding-related products, managing client onboarding and relationships, and ensuring adherence to compliance frameworks. The role involves close collaboration with internal treasury teams and external clients to ensure effective marketing of financial services, day-to-day funding operations, and sustainable client engagement.

Key Responsibilities

Marketing & Business Development

Attract new investors and drive client engagement to meet Treasury and Executive targets

Promote cross-selling of financial services (including loans, cross-border products)

Represent the brand at client meetings and corporate functions

Market all treasury products and funding solutions effectively

Internal & Treasury Operations

Maintain strong working relationships with Treasury and back-office teams

Provide accurate, market-related interest rate quotes and ensure timely trade confirmations

Assist Treasury with liquidity management and regulatory reporting (LCR / NSFR)

Implement daily funding strategies and contribute to long-term funding optimisation

Compliance & Risk Management

Ensure all FICA / KYC documentation is complete and accurate

Conduct AML risk assessments and ensure timely reporting of suspicious transactions

Maintain up-to-date compliance registers and participate in internal audits

Re-identify clients per regulatory requirements and update internal systems

Brand Expansion & Social Responsibility

Participate in charity and hospitality events hosted by the office

Support engagements with high-profile delegations and stakeholders

Qualifications & Experience

A relevant degree in Finance, Investments, or related field (essential)

5–8 years of experience in the financial services industry, ideally in investment or wealth management

Strong exposure to corporate banking, portfolio development, and relationship management

Experience with compliance frameworks and internal risk controls

Proficient in Excel and financial systems; Chinese language skills are a plus

Skills & Attributes

Strong analytical and problem-solving ability

Confident communicator with the ability to manage client and internal stakeholder expectations

High attention to detail, integrity, and ability to multitask under pressure

Driven, proactive, and solutions-oriented with a collaborative mindset

Comfortable working in a structured, compliance-heavy environment

Why Join?

Strategic, client-facing role in a global banking environment

Opportunity to shape funding and investment strategies

Engage with high-value clients and internal leadership

Hybrid work structure with flexibility

If you have not heard from us within 10 working days, please consider your application

unsuccessful.

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