Wealth Manager — Strategic Portfolio Advisor

Headhunters · cape town, western cape, South-Africa

Location
cape town
Job Type
Full-time
Posted
June 23, 2026

Job Description

A leading financial services firm in Cape Town seeks a Wealth Manager to join their team. The role involves maintaining client relationships, developing productive partnerships, and preparing detailed portfolio reviews. Candidates should have a Bachelor's degree, a Postgraduate Diploma in Financial Planning, and CFP® certification. Strong knowledge of investment products and client relationship management skills are essential for success in this role.
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