Executive Financial Advisor Professional

2 days ago


Pretoria, Gauteng, South Africa 1.618 Financial Services Full time

At 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.

This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients, developing tailored financial plans, managing client's investment portfolios, conducting market research, and staying up-to-date with financial trends.

The ideal candidate will possess excellent communication and interpersonal skills, strong analytical and problem-solving capabilities, and the ability to work independently and manage time efficiently. A relevant certification such as CFP, CFA, or similar qualifications is advantageous.

Responsibilities:

  • Provide personalized financial advice to clients and develop tailored financial plans.
  • Manage client's investment portfolios and conduct market research.
  • Stay up-to-date with financial trends and ensure compliance with financial regulations.
  • Maintain client relationships and provide excellent customer service.

Requirements:

  • Relevant certifications such as CFP, CFA, or similar qualifications.
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Experience in conducting market research and staying updated with financial trends.
  • Strong analytical and problem-solving capabilities.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage time efficiently.


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