About the position
Wealth & Investment Strategist Most investment professionals manage portfolios. This one gives you the chance to build a business around them. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Cape Town (hybrid)
Competitive base salary + performance incentives
Commercially driven, entrepreneurial and energised by creating opportunities rather than waiting for them? You enjoy building relationships with influential people, thrive in autonomous environments and have the confidence to establish credibility quickly. Success motivates you, but so does the challenge of growing something meaningful from the ground up.
This opportunity centres around attracting and growing assets under management by engaging high-net-worth investors, family offices and professional introducers. You'll develop strategic partnerships, host investor events, create thought leadership content and position yourself as a trusted voice within the investment community. Alongside an experienced investment team, you'll present offshore investment solutions and help shape a scalable client acquisition function. You'll enjoy this because the role combines investment expertise, networking, business development and personal brand building, all while giving you direct influence over your own success.
Join a well-established wealth and asset management business with a strong reputation in offshore investing and a successful track record spanning more than a decade. The organisation is recognised for its disciplined investment approach, global market focus and commitment to delivering diversified solutions that balance growth and risk management. They have professional offices based in Green Point, Cape Town.
A solid understanding of investment markets, offshore investments and wealth management is essential. Experience within asset management, financial advisory or investments, coupled with the ability to build relationships with affluent clients, will set you up for success. Professional qualifications such as CFP, CFA, CA(SA) or similar would be advantageous, as would experience raising assets and an existing professional network.
Expect a competitive base salary, attractive performance-based incentives and substantial long-term earning potential. Most importantly, you'll have the opportunity to build a significant client franchise within a growing investment business while leveraging an established platform and proven investment offering.
For a confidential discussion please contact Claudette Du Preez on LinkedIn, [Phone Number Removed]; or send your CV to [Email Address Removed] -
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- wealth management
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Degree
