Wealth Manager - Cape Town
Location
cape town, western cape
Job Type
Full-time
Category
Financial Advice & Private Banking
Posted
June 13, 2026
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ a Wealth Manager to their team based in Bellville Cape Town.
Requirements
- Bachelor’s degree.
- Postgraduate Diploma in Financial Planning.
- CFP® (Certified Financial Planner).
- Regulatory Examination (RE5) (Completed).
- Full understanding of Investment Products, including but not limited to:
- Living annuities.
- Life annuities.
- Retirement annuities.
- Preservation funds.
- Discretionary investments.
- Endowments.
- Tax free savings investments.
Responsibilities, but not limited to:
Value Chain Management
- Maintain relationship with clients.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside o...