Graduate

Graduate Wealth Management Trainee

Fully Remote | Cape Town

Are you a recent BCom graduate with a passion for investments and financial planning?

We're looking for an ambitious graduate who is eager to build a long-term career in Wealth Management. This is a rare opportunity to learn from experienced professionals through structured mentoring, ongoing training and hands-on exposure across investment administration, financial planning support and client servicing before progressing into a Wealth Manager role.

What You'll Do

• Support Wealth Manager with client servicing and investment administration.
• Assist with investment implementation and portfolio administration.
• Prepare client documentation and maintain accurate records.
• Liaise with clients, investment platforms and product providers.
• Participate in ongoing training and professional development.

What We're Looking For

• BCom in Finance, Investment Management, Financial Planning or a related field.
• Passion for investments and wealth management.
• Strong analytical skills and attention to detail.
• Excellent communication and organisational skills.
• Self-motivated, disciplined and able to work independently in a fully remote environment.
• Strong affinity for technology and confidence using digital tools and new technologies.
• Eager to learn, study and develop into a Wealth Manager.

Skills (that will be gained and also developed)

• Wealth Management
• Investment Management
• Financial Planning
• Investment Administration
• Client Relationship Management
• Analytical Thinking
• Microsoft Excel
• Technology & Digital Literacy
• Attention to Detail
• Communication Skills

If you're looking for more than just a graduate job and want to build a rewarding career in Wealth Management, we'd love to hear from you.