Wealth Manager for HNW Clients & Investment Solutions

Rory Mackie & Associates; Cape Town; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

Rory Mackie & Associates in Cape Town seeks a Wealth Manager to grow a client book through meetings and partnered networks. You will draft investment proposals, monitor portfolios, and produce regular reports for clients and partners.

The role requires deep wealth management knowledge, strong client relations, and adherence to FAIS/FICA/POPIA frameworks, with private banking experience preferred.

Qualifications

• Solid understanding of wealth management and financial planning.
• Experience with investment proposals and client reporting.
• Familiarity with FAIS, FICA and POPIA compliance.

Responsibilities

• Building a wealth management book of clients through meetings and network partners.
• Drafting investment proposals and reports for clients and partners.
• Maintaining and analyzing the investment book and asset allocations.
• Engaging with partners and updating weekly/monthly/quarterly reports.

Skills

Client relationship management

Wealth management

Investment knowledge

Communication skills

Education

BCom or related finance/wealth/investment management qualification

3-5 years' experience as wealth manager/financial advisor

Investment advisory experience

Tools

Investment platforms

Financial planning software

Job description

Rory Mackie & Associates in Cape Town seeks a Wealth Manager to grow a client book through meetings and partnered networks. You will draft investment proposals, monitor portfolios, and produce regular reports for clients and partners.

The role requires deep wealth management knowledge, strong client relations, and adherence to FAIS/FICA/POPIA frameworks, with private banking experience preferred.