Investment Specialist
Hire Resolve
Durban, ZA
4d ago

Job Description

Hire Resolve is searching for an investment specialist to join one of our wealth management clients. The minimum requirements include a tertiary qualification, a certified financial planning or equivalent financial planning qualification, along with RE1 / 5 and registered with the FSB.

The candidate should have no less than 3 years’ experience as FSP licenced representative giving advice and providing an intermediary service.

  • Key areas and responsibilities include acquisition of new business and the associated investment deal(s) leading to an increase in the Company’s Funds under Management;
  • sourcing and signing of Intermediary and Acquisition agreements that lead to pipeline of potential investment business. Developing a relationship with said brokers in order to assimilate them into the Organization Intermediary Network;
  • servicing of existing clients in line with the highest standards of performance excellence in the Private Wealth industry;
  • compliance in terms of the Investment Specialist’s regulatory status with the Company and the FSB, as well as ensuring any and all client documentation, in particular Record of Advice, are fully compliant and embody the maxim of Treating Client’s Fairly.

    Suitable candidates can forward their comprehensive CV to or fax to 086 572 8877. You can also contact Monique on 021 551 8638.

    Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

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