Wealth Management Analyst at Pan African Capital

Position Overview

The Wealth Management Analyst will support the delivery of personalized investment solutions to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), and family office clients. The ideal candidate will develop and implement effective sales strategies while managing investment research, portfolio analysis, client reporting, financial planning support, and operational coordination. This role offers direct responsibility for identifying and securing new business opportunities, nurturing leads, and supporting strategic client acquisition efforts.

Principal Duties & Responsibilities

• Identify and convert new client opportunities
• Support and participate in client pitches, proposals, and marketing initiatives
• Track pipeline activity and contribute to business growth objectives
• Conduct asset class research and monitor market trends (local and global)
• Analyze portfolio performance and generate investment performance reports
• Support client meetings and presentation preparation
• Provide ongoing customer feedback on products and services
• Maintain accurate data on client portfolios and transactions
• Establish and maintain efficient customer service levels for all clients
• Prepare regular reports on sales team activities
• Perform other duties as assigned

Qualifications

• Minimum of First Degree in a quantitative field
• Professional certification in a finance-related field (CFA, ACCA, ACA, CISI, or equivalent) – advantageous
• At least 3–5 years of sales experience in Wealth Management or Asset Management