Wealth Portfolio Associate

RecruitMyMom; Wes-Kaap; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Hybrid work

Performance-linked incentives

Professional development opportunities

Job summary

RecruitMyMom in Cape Town is seeking an ambitious wealth management professional to drive portfolio growth and deepen client relationships. The role is hybrid, blending investment management with direct client engagement and travel to meet Afrikaans-speaking clients.

You will monitor portfolios, expand the client base through outreach, and continuously grow investment knowledge within a supportive firm that offers learning opportunities and a performance‑linked incentive structure.

Qualifications

• Minimum 2 years of experience in wealth or investment management.
• CFA charterholder or actively studying towards CFA.
• Full fluency in Afrikaans (verbal and written).
• Valid driver’s license and reliable transport.
• Strong commercial orientation and commitment to learning and professional development.

Responsibilities

• Manage and monitor client portfolios to align with financial strategies and risk profiles.
• Actively engage with Afrikaans-speaking clients to expand the client base and strengthen 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 professional framework.

Skills

Afrikaans

Client relations

Wealth management

Education

CFA Charterholder

CFA in progress

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.

Desirable Requirements

• Existing network within the Western Cape private client market.

Benefits

• Hybrid Permanent Performance-linked incentive structure.
• Collaborative environment within an established wealth firm, offering strong learning and professional development opportunities.