Graduate Wealth Advisor — Mentorship-Driven Program

Oasis Crescent; Durban; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Structured Training Programme

Mentorship

Performance-Based Earning Potential

Career Progression

Professional Development

Job summary

Oasis Group Holdings in Durban seeks ambitious Finance graduates to join its Graduate Financial Advisor Programme. This role offers exposure to wealth management, financial planning, and client relationship management from day one.

As a Financial Advisor, you will analyze client needs, develop tailored plans, provide informed investment recommendations, and support senior advisors with portfolio reviews, onboarding, and compliance.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Excellent interpersonal, communication, and relationship-building skills.
• Strong attention to detail and administrative capabilities.
• Demonstrated professionalism, integrity, and ethical conduct.

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

Client relationship management

Communication skills

Attention to detail

Professional conduct

Education

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

Job description

Oasis Group Holdings in Durban seeks ambitious Finance graduates to join its Graduate Financial Advisor Programme. This role offers exposure to wealth management, financial planning, and client relationship management from day one.

As a Financial Advisor, you will analyze client needs, develop tailored plans, provide informed investment recommendations, and support senior advisors with portfolio reviews, onboarding, and compliance.