Investment Advisor

Output/ Core Tasks:

• 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.

Qualifications:

• Min BCom degree in Investments, Finance, Economics, or similar alternative.

• Candidates with CFP and/or CFA will have an advantage.
• Completed RE 5 & 1

Experience:

• Min 1- 2 years’ experience in similar role

Knowledge:

• Windows 7/8.
• Microsoft Office (Outlook, Word, & Excel)

• Knowledge of industry, unit trust funds, shares, the impact of local and global economy on the markets

Competencies & Skills:

• Vibrant Person with a Positive attitude towards life and willingness to grow as a person.
• Ability to work under pressure and meet deadlines.
• Methodical, detailed, and organised work style. Planning and Organising.
• Professional Appearance.
• Excellent Communication Skills.
• Service Excellence.
• Team Player with initiative.
• Proactive with a sense of urgency.
• People Orientated.
• Integrity & Honesty.

Language:

Fully Bilingual in Afrikaans & English

Geographical Area of Residence:

Pretoria

Transport:

Own

Basic Salary:

Basic Salary and commission negotiable depending on experience