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Personal Finance Strategist

2 weeks ago

Cape Town, Western Cape, South Africa Oasis Crescent Full time

**About the Job**

Oasis Crescent is seeking a skilled Personal Finance Strategist to join our team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.

Key Responsibilities:

  • Provide comprehensive financial planning and advisory services to clients.
  • Develop and implement personalized investment strategies aligned with clients' financial goals.
  • Maintain and grow a client portfolio through proactive relationship management.
  • Stay abreast of industry trends, regulatory changes, and investment opportunities.
  • Collaborate with internal teams to deliver holistic financial solutions.

Required Skills and Qualifications:

  • Bachelor's degree in finance, accounting, business or related field
  • RE5 certification.

Benefits:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A collaborative and dynamic work environment

Others:

  • Work-life balance and flexible working arrangements
  • A comprehensive training program
  • A supportive and inclusive team culture

Application Process:

Interested candidates are invited to submit their CV, along with a cover letter detailing their relevant experience, certifications, qualifications, and a copy of their ID, for consideration.