Cape Town City Centre: Wealth Manager

Key Responsibilities Acquire new clients and manage existing client portfolios. Deliver tailored investment solutions and ongoing portfolio management. Conduct annual reviews and maintain consistent client communication. Identify market opportunities and rebalance portfolios as needed. Requirements BCom in Finance, Investments, Economics, or related field. Professional designation preferred: CFP®, CFA, or CIMA . Wealth management experience, preferably at a leading bank or assurance company. RE5 and out of supervision. Must bring clients or existing portfolio. To apply, email your CV to: