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Investment Planning Executive

1 week ago

Durban, KwaZulu-Natal, South Africa Oasis Crescent Full time
Job Overview:

Oasis Crescent is seeking a seasoned Investment Planning Executive to join our team in Durban, KwaZulu-Natal.

Key Responsibilities:
  • To develop and implement comprehensive investment plans for clients
  • To conduct regular reviews and adjustments to ensure optimal portfolio performance
  • To maintain accurate records and ensure compliance with regulatory requirements
Requirements:
  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • FAIS qualification and relevant industry experience
  • Excellent communication and interpersonal skills