Graduate Financial Advisor – Wealth Management Path

Oasis Crescent; Durban; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Structured Training Programme

Mentorship

Performance-Based Earning Potential

Career Progression

Professional Development

Job summary

Oasis Crescent invites graduates to join its Graduate Financial Advisor Programme in Durban and Cape Town, offering exposure to wealth management, financial planning, investments, and client relationship management.

You will work with experienced advisors, conduct needs analyses, and help develop tailored financial plans while pursuing relevant qualifications in a mentorship-driven environment.

Qualifications

• Bachelor’s degree or equivalent in a finance-related field.
• Excellent interpersonal, communication, and relationship-building skills.
• Valid South African ID or work permit.
• Valid driver’s license; travel may be required.
• Ambition to develop a successful client portfolio.

Responsibilities

• Conduct comprehensive client needs analyses and assist in developing tailored financial plans.
• Provide clients with informed recommendations on investments and wealth management solutions.
• Build and maintain trusted, long-term client relationships.
• Support senior advisors with portfolio management, client reviews, and administrative processes.
• Assist with financial administration, client onboarding, documentation, compliance, and record-keeping.
• Attend structured product training and professional development sessions.
• Work towards relevant professional and regulatory qualifications.

Skills

Interpersonal skills

Communication skills

Relationship-building

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field

Job description

Oasis Crescent invites graduates to join its Graduate Financial Advisor Programme in Durban and Cape Town, offering exposure to wealth management, financial planning, investments, and client relationship management.

You will work with experienced advisors, conduct needs analyses, and help develop tailored financial plans while pursuing relevant qualifications in a mentorship-driven environment.