Cape Town: Wealth Manager posted by Rory Mackie & Associates

January 29, 2026 Jobs in Cape Peninsula

Rory Mackie & Associates

Western Cape

Other Professions

Job Description

Overview:

Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in financial markets, deep client relationships, and a demonstrated track record in building and managing a successful book of clients.

Responsibilities:

Build and manage a book of clients by leveraging personal drive, market knowledge, leadership, and networking skills to deliver client-specific investment solutions
Develop long-term client relationships based on trust, integrity, and out-of-the-ordinary service
Provide local and global investment solutions tailored to each client’s goals
Educate clients on available technology and platforms to help them monitor and manage their investments effectively
Ensure compliance by conducting regular investment reviews and providing timely, transparent feedback
Collaborate with a high-performing, inclusive team, contributing positively to team goals and fostering a culture of diversity and mutual success

Experience, skill and capability:

Relevant tertiary qualification such as BCom or related degree; postgraduate qualifications in Financial & Investment fields preferred
Professional certifications advantageous: CFP, CFA, CA(SA)
5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets
Proven track record in client acquisition, cultivation, and maintaining strong client relationships
Strong understanding of financial markets and the investment industry
Demonstrated ability and commitment to providing objective, goal-based financial advice and planning
Strong analytical skills and proficiency in MS Office, particularly PowerPoint and Excel
Knowledge of Bloomberg and I-Net advantageous
Proactive, self-starting approach with strong initiative

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About Other Professions Jobs in Western Cape

When it comes to careers in the Western Cape, South Africa, the field of Other Professions encompasses a diverse range of roles that cater to various industries and sectors. Generally, this field is characterized by strong job prospects, driven by the growing demand for skilled professionals in sectors such as technology, finance, and manufacturing. Typically, these roles require a combination of technical expertise, business acumen, and interpersonal skills.

Typically, salaries for Other Professions roles in the Western Cape range from R500 000 to R1,5 million per annum, depending on factors such as experience, company size, and industry sector. Commonly, senior roles or those within larger companies tend to command higher salaries. However, it’s essential to note that these figures are only general guidelines and may vary widely based on individual circumstances.

Common skills required for Other Professions roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, the ability to think strategically, and proficiency in industry-specific software or tools. Typically, professionals in this field also possess a degree in a relevant field such as business administration, engineering, or computer science. Additionally, many roles require experience working with data analytics, project management, or team leadership.

Other Professions roles are commonly found within various industries, including financial services, technology, manufacturing, and logistics. These sectors often require professionals to be adaptable, flexible, and able to think creatively. In terms of career development, there are numerous opportunities for advancement, from specialized roles to senior leadership positions or entrepreneurial ventures.

For those interested in pursuing a career in Other Professions, it’s essential to stay up-to-date with industry trends, develop strong skills, and build a network of professional contacts. Many professionals in this field also pursue ongoing education and training to stay ahead of the curve, whether through formal certifications or continuous learning initiatives. By focusing on personal development, staying adaptable, and being open to new opportunities, individuals can set themselves up for success in this exciting and rewarding field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.

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