Primary responsibility is to do all to cultivate relationship with existing client base including meeting with clients in person and provide on going advice and relationship building via phone, email and in person.

Job Requirements:
• Experience: Must have a minimum of 4 years of experience in the Financial Services business working within an RIA and/or Broker Dealer
• Educational Requirements: Must have a Matric Certificate and a completed 3 year diploma/degree; Additional Certifications (CFP, CFA, etc.) and/or graduate degree preferred

Key Job Responsibilities

1. Advising clients on many aspects of their financial lives
2. Customer Service
3. Department Operation Support
4. Trading
5. Advising clients on aspects of their financial lives
6.Ensure all transactions comply with legislation such as FICA and FAIS

The company will rely on you to be a lead advisor for its clients. This means, meeting with clients regularly to review their portfolios and make any recommendations.Additionally, other forms of client interaction are encouraged either via telephone calls or e-mails.
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Our clients invest in a wide array of alternative investments, so knowledge of these investments will be required

It is unlawful to employ a person who does not have permission to live and work in South Africa. Unless the advert states otherwise, please ensure you have this permission before applying.