Wealth Manager

Are you an ambitious investment professional looking for something beyond the traditional corporate environment Perhaps youve 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.

• 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.

• A BCom degree in Finance Investments Economics or a related field.
• Experience within financial services ideally investments wealth management private banking or financial advisory.
• A solid understanding of investment products and financial markets.
• Strong communication and relationship-building skills.
• An entrepreneurial mindset and genuine commercial drive.
• Someone who is proactive ambitious and motivated to develop professionally.
• An interest in building a long-term career within independent wealth management.

An opportunity to join a well-established independent investment business working alongside experienced professionals in a collaborative entrepreneurial environment. Youll have the opportunity to develop your investment expertise build meaningful client relationships and play an active role in the growth of the business.

Please note if you havent heard back from us within two weeks of submitting your application unfortunately your application has not been successful this time. Wed still love to stay connected follow us online and keep an eye out for future opportunities that match your profile.