Wealth Manager

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

Are you an ambitious investment professional looking for something beyond the traditional corporate environment? Perhaps you've built a solid foundation within financial services but are looking for greater autonomy, more meaningful client relationships and the opportunity to take ownership of your career.
Our client, an established independent wealth and investment management business based in Cape Town, is looking for a commercially minded and entrepreneurial individual to join its team. This is an exciting opportunity for an emerging investment professional who is passionate about financial markets, enjoys building relationships and wants to establish a long-term career in wealth management.

What You’ll Be Doing

• 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.