Wealth Officer at Kaplo Africa

Job Summary

• This role is strictly for professionals with proven experience in registered and licensed asset management firms, given the regulatory sensitivity and compliance standards of the industry.

Key Responsibilities

• Develop and manage high-net-worth and institutional client portfolios
• Drive asset growth through strategic client acquisition and relationship management
• Provide tailored investment advisory services aligned with clients’ financial goals
• Ensure strict adherence to regulatory, compliance, and risk management frameworks
• Collaborate with internal investment and research teams to optimize portfolio performance
• Monitor market trends and proactively position client portfolios

Requirements

• 5–7 years experience in a registered and licensed asset management firm (non-negotiable)
• Strong understanding of capital markets, investment products, and regulatory requirements
• Demonstrated track record of portfolio growth and client retention
• Excellent relationship management and communication skills
• Relevant professional certifications (CIS, CFA, or equivalent) will be an advantage.

Ideal Candidate:

• A strategic thinker with strong regulatory discipline, commercial acumen, and the ability to manage sophisticated investment conversations with high-value clients.
• This is an exceptional opportunity for a results-oriented wealth professional ready to operate at a high-performance level within a structured and compliant investment environment.