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Personalized Investment Advisor

1 week ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time

We are seeking a Personalized Investment Advisor to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for developing and implementing personalized investment strategies tailored to clients' unique needs and objectives.

Key responsibilities include:

  • Developing and implementing personalized investment strategies that address clients' financial goals and risk tolerance.
  • Providing guidance on investment products and solutions that align with clients' financial needs.
  • Engaging clients on the best fit-for-purpose investment product and/or solution in adhering to the cycle of financial needs.
  • Collaborating with other team members to ensure a seamless client experience.
  • Contributing to business process improvements and client relationship enhancement.

To excel in this role, you should possess excellent communication and interpersonal skills, as well as strong analytical and problem-solving skills. A Certified Financial Planner (CFP) designation and a minimum of 3 years financial industry experience are required.