Investment Advisor
JCA Personnel
Centurion, South Africa
6d ago
source : Wisdom Jobs

Job Description

JCA Personnel The company strives to provide financial piece of mind by offering holistic financial solutions to their customers.

The company achieves this by not negotiating on their core values which are TRUST, RELATIONSHIPS AND PROFESSIONALISM.The Company aspires to live their purpose through knowledge, urgency, passion, discipline, accountability, respect, honesty and integrity.

Responsibilities : Provide quality and appropriate investment advice and build lasting relationships with our new and existing clients, whilst achieving sales targets.

In conjunction with the Principal, manage the underlying funds in Savings and Investment Products according to the clients risk profile and to optimize investment returns.

General administration tasks associated with the Managing of Investment Portfolios.Research and Analysing of funds.Managing of portfolios.

Attend to Client Services.Minimum Requirements : B.Com Investment Management and / or Financial Planning orAny Degree with a definite interest in Investment Management.

Candidates with CFP and / or CFA will have an advantage.No experience required, however, relevant experience in the Financial Industry and / or Investments will be an advantage.

Kindly apply online or email your ernst Salary - R10 000.00 per month for newly graduated. Higher package to be negotiated for experienced candidates.

qualifications. MUST HAVE OWN TRANSPORT 4512121

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