Personal Finance Consultant

6 days ago


Durban, KwaZulu-Natal, South Africa Oasis Full time

Oasis is seeking a highly skilled Personal Finance Consultant to join our team. The successful candidate will be responsible for providing expert financial advice and guidance to individual and institutional clients.

Key Responsibilities
  • Conduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.
  • Develop and implement customized financial plans that address client goals and objectives.
  • Provide ongoing service and support to clients to ensure they remain satisfied with their financial plans.
  • Stay up-to-date with industry trends and developments to provide the most current and relevant financial advice.
Requirements
  • Bachelor's degree in Finance, Accounting, Business, or a related field.
  • FAIS qualified.
  • Strong knowledge of personal finance principles and practices.
  • Excellent communication and interpersonal skills to build strong relationships with clients.


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