Wealth Architect: Global Investments & Elite Client Growth

Rory Mackie & Associates; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading wealth management institution in Cape Town seeks a highly motivated Wealth Manager to build and manage a book of clients. The role requires strong financial market knowledge and client acquisition skills, aiming to deliver bespoke investment solutions. Ideal candidates will have a BCom or relevant degree and 5+ years in financial services, alongside professional certifications. Competitive environment focused on collaborative success.

Qualifications

• 5+ to 6+ years of relevant experience in financial services.
• Professional certifications such as CFP, CFA, CA(SA) advantageous.
• Commitment to providing objective, goal-based financial advice.

Responsibilities

• Build and manage a book of clients with tailored investment solutions.
• Develop long-term relationships based on trust and integrity.
• Ensure compliance by conducting regular investment reviews.

Skills

Client acquisition

Financial markets understanding

Analytical skills

Communication skills

Education

BCom or related degree

Postgraduate qualifications in Financial & Investment fields

Tools

MS Office (PowerPoint, Excel)

Bloomberg

I-Net

Job description

A leading wealth management institution in Cape Town seeks a highly motivated Wealth Manager to build and manage a book of clients. The role requires strong financial market knowledge and client acquisition skills, aiming to deliver bespoke investment solutions. Ideal candidates will have a BCom or relevant degree and 5+ years in financial services, alongside professional certifications. Competitive environment focused on collaborative success.