17 Jul 2018

Full-Time Investment Consultant – CFP, EE

AdrienneJohannesburg, Gauteng, South Africa

Job Description

Retail Investments team seeks an Investment Sales Consultant to join their team and building on an existing portfolio in the Jhb area. This role forms part of a team, covering the Jhb market, and would suit a candidate who holds their CFP qualification and has a minimum of 3 years’ experience in a similar investment sales role selling and servicing investment products to intermediaries.


Jhb based role


EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. 


The role in a nutshell: responsible for selling and servicing investment products to intermediaries to strategy targets. Building relationships with intermediaries, educating them on product and process information, position products, provide feedback and escalate complaints to mitigate risk. Keep abreast of legislation and industry changes and education and advise accordingly. Additional info available on application.


Qualifications and experience required:

  • Minimum of a completed relevant tertiary qualification and CFP
  • Minimum of 2 years investment sales experience to internal and external intermediaries

How to Apply

To find out more about this great opportunity apply here or drop me a line or forward your CV to adrienne@candidateconnect.co.za or for a confidential chat.
Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

Job Categories: Financial Markets. Job Types: Full-Time.

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