Wealth Portfolio Associate

Zohorecruit; Cape Town; Hybrid; ZAR 558,000 - 893,000; Full time

Benefits offered by this job

Performance-linked incentive

Job summary

Zohorecruit in Cape Town seeks an ambitious wealth management professional to drive investment portfolio growth while building long-term Afrikaans-speaking client partnerships.

You will operate in a hybrid model, traveling locally to meet clients and deepen investment expertise. The role requires CFA focus or designation and a strong client-network within the Western Cape.

Qualifications

• Minimum 2 years of experience in wealth/investment management.
• CFA charterholder or actively pursuing CFA designation.
• Fluency in Afrikaans (verbal and written).
• Valid driver’s license and reliable transport for client travel.
• Strong commercial orientation and commitment to professional development.
• Existing network within the Western Cape private client market.

Responsibilities

• Manage and monitor client investment portfolios to align with individual financial strategies and risk profiles.
• Engage Afrikaans-speaking clients to expand the client base and foster trusted relationships.
• Travel to meet clients for consultations, portfolio reviews, and relationship building.
• Drive portfolio expansion through structured outreach and networking.
• Continuously acquire industry knowledge and investment skills within a supportive framework.

Skills

Afrikaans fluency

Client relationship

Networking

Travel readiness

Commercial orientation

Education

CFA charterholder

CFA study candidacy

Job description

• Location Type Hybrid (Part office, Part remote)
• Job Type Permanent
• Remuneration Term Per Month
• State/Province Western Cape
• City/Town Newlands, Cape Town
• Country South Africa

Job Description

Driving portfolio growth within an established Cape Town wealth management environment, this position combines investment management with direct client relationship development.Operating under a hybrid working model, this opportunity is structured for an ambitious professional aiming to deepen their investment expertise. The role involves active engagement with Afrikaans-speaking clientele and requires local travel to build, maintain, and strengthen long-term client partnerships.

Key Responsibilities

Manage and monitor client investment portfolios to align with individual financial strategies and risk profiles .

Actively engage with existing and prospective Afrikaans-speaking clients to expand the client base and foster trusted relationships .

Travel to meet clients at designated locations for consultations, portfolio reviews, and relationship building .

Drive portfolio expansion through structured prospective client outreach and networking .

Continuously acquire industry knowledge and investment skills within a supportive professional framework

Requirements

Minimum of 2 years of experience within wealth management, investment management, or portfolio administration.

CFA charterholder, or actively studying towards a CFA designation.

Full fluency in Afrikaans (verbal and written) to effectively service Afrikaans-speaking clientele.

Valid driver's licence and reliable personal transport for client travel.

Strong commercial orientation with a commitment to learning and professional development.

Existing network within the Western Cape private client market

Hybrid

Permanent

Performance-linked incentive structure.

Collaborative environment within an established wealth firm, offering strong learning and professional development opportunities.