Investment Strategist

2 weeks ago


Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

About the Role:

We are seeking an experienced Wealth Planner to join our team at Kontak Recruitment. As a Wealth Planner, you will be responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.

Key Responsibilities:

  • Cultivate and maintain relationships with new and existing clients.
  • Conduct thorough needs analysis to support clients in achieving their financial goals.
  • Provide professional and consistent communication to manage client relationships.
  • Ensure all compliance and integrity standards are met at all times.

Requirements:

  • Completed Bachelor's degree in Finance (BCom) or a similar field.
  • Currently pursuing CFA/CFP certification.
  • 2 or more years solid experience as a Financial Planner or similar role.
  • FSCA experience and RE5 advantageous.

What We Offer:

Competitive CTC per month plus lucrative commission.

About Kontak Recruitment:

We are an equal opportunities employer and welcome applications from all backgrounds. We specialize in specific niche fields and regret that we are unable to provide assistance for any fields outside of this scope.



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