Personal Financial Strategist

2 days ago


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

Oasis Crescent is a leading investment company committed to delivering exceptional financial solutions to our clients.

We are seeking a qualified and experienced Personal Financial Strategist to join our dynamic team.

  • Develop and implement personalized financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
  • Maintain and grow client portfolios through proactive relationship management, staying up-to-date on industry trends and regulatory changes.
Key Responsibilities
  • Bachelor's degree in finance, accounting, business or related field
  • RE5 certification
  • Minimum 3 years' experience in financial planning and advisory services
  • Excellent communication and interpersonal skills


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