Wealth Manager

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

Overview

Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in financial markets, deep client relationships, and a demonstrated track record in building and managing a successful book of clients.

Responsibilities

• Build and manage a book of clients by leveraging personal drive, market knowledge, leadership, and networking skills to deliver client-specific investment solutions
• Develop long-term client relationships based on trust, integrity, and out-of-the-ordinary service
• Provide local and global investment solutions tailored to each client\'s goals
• Educate clients on available technology and platforms to help them monitor and manage their investments effectively
• Ensure compliance by conducting regular investment reviews and providing timely, transparent feedback
• Collaborate with a high-performing, inclusive team, contributing positively to team goals and fostering a culture of diversity and mutual success

Qualifications

• Relevant tertiary qualification such as BCom or related degree; postgraduate qualifications in Financial & Investment fields preferred
• Professional certifications advantageous: CFP, CFA, CA(SA)
• 5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets
• Proven track record in client acquisition, cultivation, and maintaining strong client relationships
• Strong understanding of financial markets and the investment industry
• Demonstrated ability and commitment to providing objective, goal-based financial advice and planning
• Strong analytical skills and proficiency in MS Office, particularly PowerPoint and Excel
• Knowledge of Bloomberg and I-Net advantageous
• Proactive, self-starting approach with strong initiative