Investment Solutions Specialist

3 days ago


Cape Town, Western Cape, South Africa Structured wealth solutions Full time

Capital Legacy is seeking an experienced Investment Solutions Specialist to join their team. As a specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies.

Responsibilities:
  • Analyze clients' financial situations and create tailored investment plans
  • Research and recommend suitable investment products, such as stocks, bonds, and mutual funds
  • Provide ongoing support and guidance to clients to ensure they remain on track with their investment goals
  • Stay up-to-date with market trends and regulatory changes to provide expert advice
  • Work collaboratively with other teams to ensure effective delivery of services


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