Investment & Financial Planning Advisor

The Recruitment Council; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A recruitment firm is seeking a Client Relationship Officer in Durban. The ideal candidate must have a tertiary qualification in finance or commerce and 3-5 years of experience in financial services, with a focus on investments. Responsibilities include managing client relationships, conducting needs analyses, and providing financial and estate planning support. A valid driver’s license and RE5 exam completion are required.

Qualifications

• 3-5 years’ experience in financial services with emphasis on investments.
• Valid driver’s license required.
• Written and passed the Representative (RE5) exam.

Responsibilities

• Manage client relationships and ensure satisfaction.
• Conduct full needs analysis and financial planning.
• Support clients with estate planning.

Skills

Financial analysis

Client relationship management

Sales skills

Needs analysis

Education

Tertiary qualification (3-year degree) in finance/commerce

Postgraduate Diploma in Financial Planning

Job description

A recruitment firm is seeking a Client Relationship Officer in Durban. The ideal candidate must have a tertiary qualification in finance or commerce and 3-5 years of experience in financial services, with a focus on investments. Responsibilities include managing client relationships, conducting needs analyses, and providing financial and estate planning support. A valid driver’s license and RE5 exam completion are required.