{"id":4219445,"url":"https://alion.io/job/ca-financial-appointments-wealth-manager","title":"Wealth Manager","company":{"id":4496664,"name":"CA Financial Appointments","domain":null,"url":"https://alion.io/company/ca-financial-appointments","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cape Town, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-10T14:01:02Z","employer_posted_date":null,"last_verified_at":"2026-11-10T14:01:02Z","board_verified":false,"closed_at":null,"days_open":2,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":2},"description":"Duties & Responsibilities\nAre you an ambitious investment professional looking for something beyond the traditional corporate environment? Perhaps you've built a solid foundation within financial services but are looking for greater autonomy, more meaningful client relationships and the opportunity to take ownership of your career.\nOur client, an established independent wealth and investment management business based in Cape Town, is looking for a commercially minded and entrepreneurial individual to join its team. This is an exciting opportunity for an emerging investment professional who is passionate about financial markets, enjoys building relationships and wants to establish a long-term career in wealth management.\nWhat You'll Be Doing\n\nBuilding and maintaining relationships with clients.\nDeveloping an understanding of clients' investment objectives and wealth management needs.\nSupporting the development and management of tailored investment portfolios.\nWorking alongside experienced investment professionals.\nIdentifying opportunities to develop new client relationships and grow the business.\nStaying informed about local and international financial markets.\nDeveloping your expertise across a broad range of investment products and asset classes.\n\nWhat We're Looking For\n\nA BCom degree in Finance, Investments, Economics or a related field.\nExperience within financial services, ideally investments, wealth management, private banking or financial advisory.\nA solid understanding of investment products and financial markets.\nStrong communication and relationship-building skills.\nAn entrepreneurial mindset and genuine commercial drive.\nSomeone who is proactive, ambitious and motivated to develop professionally.\nAn interest in building a long-term career within independent wealth management.\n\nWhat's on Offer?\nAn opportunity to join a well-established independent investment business, working alongside experienced professionals in a collaborative, entrepreneurial environment. You'll have the opportunity to develop your investment expertise, build meaningful client relationships and play an active role in the growth of the business.\nPlease note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.\n\nDesired Experience & Qualification\nsee Duties & Responsibilities","description_format":"text","description_chars":2511,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T03:57:15Z"}],"visa":[],"liveness":{"score":52,"band":"ok","label":"Likely open","p_open":1,"p_active":0.516,"p_room":1,"age_days":2,"expected_fill_days":26,"reasons":["seen:2","agency","win:early"],"computed_at":"2026-11-13T05:39:06Z"},"pay":null,"html_url":"https://alion.io/job/ca-financial-appointments-wealth-manager","json_url":"https://alion.io/job/ca-financial-appointments-wealth-manager.json","meta":{"generated_at":"2026-11-13T05:39:06Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11896,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4496664},"rest":"https://alion.io/mcp/rest/get_company?id=4496664"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fca-financial-appointments-wealth-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fca-financial-appointments-wealth-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fca-financial-appointments-wealth-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ca-financial-appointments-wealth-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fca-financial-appointments-wealth-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4219445}},{"tool":"search_jobs","arguments":{"company":4496664,"detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4219445},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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