Investment Advisor: Strategic Planning & Growth

Whizants (Pty) Ltd.; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A financial services firm is seeking a Financial Advisor - Investments to provide expert investment advice and financial planning services to clients in Cape Town. This role involves conducting thorough financial assessments, developing tailored investment strategies, and building long-term relationships with clients. Candidates must have strong knowledge of investment products, excellent communication skills, and relevant qualifications under financial compliance guidelines.

Qualifications

• At least 2-5 years of experience in financial advisory or investment sales.
• Proficient in financial needs analysis and compliance procedures.
• High levels of integrity and professionalism.

Responsibilities

• Conduct needs analyses and client financial consultations.
• Provide tailored investment advice and manage client portfolios.
• Achieve sales targets and maintain client relationships.

Skills

Investment knowledge

Interpersonal skills

Sales ability

Education

Matric (Grade 12)

FSCA Registration

RE5 Certificate

Job description

A financial services firm is seeking a Financial Advisor - Investments to provide expert investment advice and financial planning services to clients in Cape Town. This role involves conducting thorough financial assessments, developing tailored investment strategies, and building long-term relationships with clients. Candidates must have strong knowledge of investment products, excellent communication skills, and relevant qualifications under financial compliance guidelines.