Wealth Portfolio Associate Job at RecruitMyMom

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

• Existing network within the Western Cape private client market