Investment Service Consultant

2 weeks ago

Cape Town, Western Cape, South Africa RPO Recruitment Full time

One of Africa's largest privately owned investment management companies is seeking a graduate to join their team of professionals as an Investment Service Consultant.

As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve those goals. You will also monitor market trends and performance to make informed investment decisions on behalf of clients.

Responsibilities:

  • Meet with clients to discuss their financial goals and assess their risk tolerance
  • Develop and implement personalized investment strategies for clients
  • Monitor client portfolios and make adjustments as needed to ensure optimal performance
  • Stay up-to-date on market trends and economic conditions to make informed investment decisions
  • Provide regular updates and reports to clients on the performance of their investments
  • Build and maintain strong relationships with clients to establish trust and loyalty
  • Participate in networking events and seminars to generate leads and attract new clients

Requirements

  • Bachelor's degree in finance, economics, or related field
  • Recent Graduate or less than 2 years of experience
  • Strong knowledge of investment products and strategies
  • Excellent communication and interpersonal skills
  • Ability to work independently and meet deadlines
  • Knowledge of industry regulations and compliance standards
  • Strong Academic results
  • Extra mural activities

Benefits

This is an exciting opportunity for a motivated and ambitious individual to join a dynamic team and help clients achieve their financial goals. If you have a passion for investment management and a desire to make a positive impact on clients' lives, we would love to hear from you.

RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.

Apply for this role today, contact Keegan Wolhuter at RPO Recruitment
You can also visit the RPO Recruitment website: or email us your CV: -re

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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