Leading Company looking to appoint an Investment Specialist.
Matric.
Tertiary qualification.
Written and passed the RE5 Exam.
Currently on an FSP License as a Representative.
Certified Financial Planning or similar Financial Planning qualification.
3 Years’ experience as a Private Wealth Manager.
Experience in sales, conducting needs analysis, financial planning and estates planning.
Sales and marketing focused position.
Ability to bring in new business, prospect new Clients.
Target and goal orientated.
Ability to build solid relationships with Clients.
Client service orientated.
Good understanding and knowledge of Financial Markets, Securities, Financial Instruments being Stocks, Bonds, Listed Property and Cash Instruments and Local and Foreign Investments Schemes.
Good understanding of local and global economic fundamentals.
Salary: R15k Basic plus commission.