Wealth Portfolio Associate

• Location Type Hybrid (Part office, Part remote)
• Job Type Permanent
• Remuneration Term Per Month
• State/Province Western Cape
• City/Town Newlands, Cape Town
• Country South Africa

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.

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

Minimum of 2 years of experience within wealth management, investment management, or portfolio administration.

CFA charter holder, 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.

Existing network within the Western Cape private client market

Hybrid

Permanent

Performance-linked incentive structure.

Collaborative environment within an established wealth firm, offering strong learning and professional development opportunities.