Investment Advisor

Investment Advisor
Company:

(Confidential)


Investment Advisor

Details of the offer

Introduction
A reputable investment company located in Centurion is seeking an Investment Advisor with no previous experience to join their dynamic team.
Duties
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 and experience
B.Com Investment Management and/or Financial Planning, Investments or
Any B.com Degree with a definite interest in Investment Management.
Candidates with CFP and/or CFA qualification or studying towards a CFP and/or CFA qualification will have an advantage.
No experience required, however, relevant experience in the Financial Industry and/or Investments will be an advantage
Fully bilingual (Afrikaans and English)
22-40 years of age

Salary
R 10 000- R 11 000


Source: Executiveplacements


Area:

  • Sales / Trade Representative - Sales

Requirements