Financial Investment Adviser

1 week ago

Cape Town, South Africa Phi Aurum Capital Full time

**Job Title**:Financial Investment Adviser - South African Division

**Accountable **Investment Director
**to**:
**Working **Commercial Investment Department
**closely with**:
**Hours**:Full Time

**Contract**:Permanent

**Main purpose of the role**

Financial Investment Advisor provides guidance to clients regarding their investment needs. The advice given depends on the requirements of each client, where one person may want to maximize current income, while another party wants to preserve capital You will report directly to the Investment Director

The challenges of this role include:

- Helping clients set up investment accounts, including choosing between mutual funds, stocks, bonds, futures, derivatives, and OTC.
- Meeting with clients to discuss their financial goals and objectives
- Providing investment advice to clients regarding stocks, bonds, mutual funds, futures, options, or other securities
- Advising clients on current financial trends and suggesting ways to invest their money for maximum returns
- Explaining complex financial products and services in easy-to-understand terms
- Identifying investment opportunities that meet the client’s needs and risk tolerance
- Recommending specific investments based on the client’s goals
- Recommending appropriate insurance coverage based on client needs such as OTC
- Explaining legal and tax implications of investment decisions and helping clients set up investment accounts across the NASDAQ, NYSE and B3 stock exchanges.

Phi Aurum Capital is a dynamic organization which is embarking on a new corporate strategy to increase its business portfolio in Southern Africa. The Financial Investment Advisor is responsible for developing a solid client base by an investment portfolio which has more than
300 assets at present.

The Investment team at Phi Aurum Capital consists of the CFP, CFA and several CMPI.

**Core Duties**
- Understand the client’s needs and objectives, providing advice and solutions that address their specific goals
- Develop and maintain strong relationships with clients, demonstrating a deep understanding of their businesses
- Serve as a trusted advisor, providing objective and candid counsel that is in the best interest of the client
- Anticipate client needs and be proactive in offering solutions to potential problems
- Understand the competitive landscape and keep abreast of industry trends to provide insights that help clients stay ahead of the competition
- Prepare proposals and presentations that clearly articulate the value proposition of the firm’s services
- Negotiate contracts and fees that are favorable to the client and the firm
- Manage projects from start to finish, ensuring that they are completed on time, within budget, and to the client’s satisfaction
- Supervise and mentor junior staff, providing guidance and coaching to help them develop their skills and knowledge
- Handle multiple projects and deadlines simultaneously without compromising quality or attention to detail
- Effectively communicate complex ideas verbally and in writing
- Continuously seek out opportunities to increase client satisfaction and deepen client relationships

**Qualifications**
- The investment advisor must also have sound judgment in adopting the investment positions agreed to by clients.
- The minimum education requirement is a bachelor's degree, preferably in accounting or finance or law.

**Skills**
- Solid understanding of Financial Investment strategies such as “hedge positions”, “high tower”, “butterfly”, “straddle and strangle”, “synthetic dividends”
- Platforms: Metatrader 4 & 5 ; Profitchart

**Salary**: From R1,000,000.00 per year

Application Question(s):

- How would you approach a client who plans to invest $10million?

License/Certification:

- Certified Financial Planner Certification (preferred)

Willingness to travel:

- 50% (required)

Application Deadline: 2023/04/30

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