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Investment Advisor

This Position consists of Financial, Investment, Short Term Insurance and Tax Advice Divisions which are all supported by an Administrative Division. The company achieves this by not negotiating on their core values which are TRUST, RELATIONSHIPS AND PROFESSIONALISM. The Company aspires to live their purpose through knowledge, urgency, passion, discipline, accountability, respect, honesty and integrity. Responsibilities: Provide quality and appropriate investment advice and build lasting relationships with our new and existing clients, whilst achieving sales targets. In conjunction with the Principal, manage the underlying funds in Savings and Investment Products according to the client’s risk profile and to optimize investment returns. General administration tasks associated with the Managing of Investment Portfolios. Research and Analysing of funds. Managing of portfolios. Attend to Client Services. Minimum Requirements: B.Com Investment Management and/or Financial Planning or Any Degree with a definite interest in Investment Management. Candidates with CFP and/or CFA will have an advantage No experience required, however, relevant experience in the Financial Industry and/or Investments will be an advantage. Starting Salary - R10 000.00 per month for newly graduated. Higher package to be negotiated for experienced candidates. qualifications. MUST HAVE OWN TRANSPORT

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