Wealth Portfolio Associate

RecruitMyMom · Cape Town, Western Cape

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Salary

R36 000 - R40 000 + incentive

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