Overview
Investment Manager Jobs in Cape Town, South Africa at WatersEdge Solutions
Investment Manager
We are seeking an experienced and results-drivenInvestment Manager to lead funding, relationship, and compliance efforts within a dynamic financial services environment. The role requires a seasoned professional with strong commercial acumen, regulatory understanding, and the ability to engage high-value clients across banking and investment portfolios.
This is an exciting opportunity for someone with a background in wealth or portfolio management, who thrives in a fast-paced, client-driven environment and enjoys shaping funding strategies aligned with business goals.
Role Overview
The Investment Manager will be responsible for promoting funding-related products, managing client onboarding and relationships, and ensuring adherence to compliance frameworks. The role involves close collaboration with internal treasury teams and external clients to ensure effective marketing of financial services, day-to-day funding operations, and sustainable client engagement.
Key Responsibilities
Marketing & Business Development
Attract new investors and drive client engagement to meet Treasury and Executive targets
Promote cross-selling of financial services (including loans, cross-border products)
Represent the brand at client meetings and corporate functions
Market all treasury products and funding solutions effectively
Internal & Treasury Operations
Maintain strong working relationships with Treasury and back-office teams
Provide accurate, market-related interest rate quotes and ensure timely trade confirmations
Assist Treasury with liquidity management and regulatory reporting (LCR/NSFR)
Implement daily funding strategies and contribute to long-term funding optimisation
Compliance & Risk Management
Ensure all FICA/KYC documentation is complete and accurate
Conduct AML risk assessments and ensure timely reporting of suspicious transactions
Maintain up-to-date compliance registers and participate in internal audits
Re-identify clients per regulatory requirements and update internal systems
Brand Expansion & Social Responsibility
Participate in charity and hospitality events hosted by the office
Support engagements with high-profile delegations and stakeholders
Qualifications & Experience
A relevant degree in Finance, Investments, or related field (essential)
5–8 years of experience in the financial services industry, ideally in investment or wealth management
Strong exposure to corporate banking, portfolio development, and relationship management
Experience with compliance frameworks and internal risk controls
Proficient in Excel and financial systems;
Chinese language skills are a plus
Skills & Attributes
Strong analytical and problem-solving ability
Confident communicator with the ability to manage client and internal stakeholder expectations
High attention to detail, integrity, and ability to multitask under pressure
Driven, proactive, and solutions-oriented with a collaborative mindset
Comfortable working in a structured, compliance-heavy environment
Why Join?
Strategic, client-facing role in a global banking environment
Opportunity to shape funding and investment strategies
Engage with high-value clients and internal leadership
Hybrid work structure with flexibility
If you have not heard from us within 10 working days, please consider your application unsuccessful.
Title: Investment Manager
Company: WatersEdge Solutions
Location: Cape Town, South Africa
Category: Finance & Banking (Risk Manager/Analyst, Corporate Finance, Wealth Management, Financial Consultant)
