Wealth Manager

Innovazi Consulting; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial consulting firm in Cape Town is seeking an experienced financial consultant to manage client portfolios and deliver tailored investment solutions. The ideal candidate will have a BCom degree in Finance or similar, with preferred certifications like CFP® or CFA. The role requires wealth management experience and a proven ability to acquire new clients while maintaining strong relationships with existing ones. Email your CV to apply.

Qualifications

• BCom in Finance, Investments, Economics, or a related field.
• Professional designation preferred: CFP®, CFA, or CIMA.
• Wealth management experience, preferably at a leading bank or assurance company.

Responsibilities

• Acquire new clients and manage existing client portfolios.
• Deliver tailored investment solutions and ongoing portfolio management.
• Conduct annual reviews and maintain consistent client communication.
• Identify market opportunities and rebalance portfolios as needed.

Skills

Client acquisition and management

Wealth management expertise

Portfolio management

Market analysis

Education

BCom in Finance, Investments, Economics

Job description

Key Responsibilities

• Acquire new clients and manage existing client portfolios.

• Deliver tailored investment solutions and ongoing portfolio management.

• Conduct annual reviews and maintain consistent client communication.

• Identify market opportunities and rebalance portfolios as needed.

Requirements

• BCom in Finance, Investments, Economics, or related field.

• Professional designation preferred: CFP®, CFA, or CIMA.

• Wealth management experience, preferably at a leading bank or assurance company.

• RE5 and out of supervision.

• Must bring clients or existing portfolio.

📩 To apply, email your CV to: