Wealth Portfolio Associate

RecruitMyMom | Permanent

Wealth Portfolio Associate

Newlands, Cape Town, South Africa | Posted on 30/09/2026

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Job Information

• Job Opening ID ZR_17551_JOB
• Hours of Work Full-time with flexibility
• Location Type Hybrid (Part office, Part remote)
• Industry Capital Markets/Hedge Fund/Private Equity
• Job Type Permanent
• Salary R36 000 - R40 000 + incentives
• Remuneration Term Per Month
• Date Opened 30/09/2026
• Please note We know how much effort goes into every application. While we would love to respond to every one, the volume we receive makes this difficult. Our highest placement success is with candidates who have 3+ years of relevant experience. Parenting breaks don't count against you. If you have not heard from us within 21 days, we have been unable to move forward with your application for this role.
• State/Province Western Cape
• City/Town Newlands, Cape Town
• Country South Africa

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

Benefits

• Hybrid

• Permanent

• Performance-linked incentive structure.

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

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