Wealth Portfolio Associate

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