Wealth Manager (Afrikaans/Xhosa) – Full‑time

About the role

We are seeking a full‑time Wealth Manager fluent in Afrikaans or Xhosa to service an established client base in Bellville, Cape Town. The role focuses on delivering high‑quality investment advice, portfolio reviews and client relationship management.

Key responsibilities

• Conduct regular portfolio reviews, income sustainability reporting and ongoing client engagement.
• Maintain strong client relationships and propose tailored investment solutions.
• Capture all reviews and feedback accurately in the CRM system.
• Manage administrative processes such as switches, withdrawals, transfers, fee renewals and provide tax‑related assistance.
• Review client wills annually and collaborate with internal and external stakeholders to ensure a seamless client experience.

Required profile

• Completed Bachelor’s degree and actively working towards a Postgraduate Diploma in Financial Planning (RE5 completed preferred).
• Strong knowledge of investment products, retirement planning, legislation and tax.
• Proven experience in client servicing within financial planning or wealth management.
• Fluent in Afrikaans or Xhosa and English.
• Own reliable transport.

Required skills

• CRM usage

What we offer

• Market‑related salary with no chasing commission.
• Exposure to a loyal client base.
• Opportunity to work within a reputable, professional wealth environment that values quality and long‑term relationships.