Job title : Wealth Investment Manager
Job Location : Western Cape,
Deadline : September 30, 2025
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Job Summary
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs. Formulate tactical strategy and associated delivery plans related to single practice areas. Ensure proactive integration and operational tactical enhancement.Job Description
Portfolio Management : Ensure appropriate management of respective portfolios that includes but not limited to client visits and engagement, portfolio performance management, reporting and executing of client requirementsBusiness Development : Agree financial targets / new business targets and set out tactical plans to achieve this on an annual basisRisk Management : Ensure that portfolio meets the required risk management standardsPeople Management : Coach, mentor and manage team members toward driving business objectives and ensuring colleague development (where applicable)Education
Bachelor`s Degrees and Advanced Diplomas : Business, Commerce and Management Studies (Required)End Date : August 26, 2025
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