Job Description
About the Role
We are seeking an experienced Financial Consultant/Investment Advisor to join our team in Durban. The successful candidate will have a strong track record of building and maintaining a substantial book of clients, providing comprehensive financial planning and investment advisory services, and driving business growth through strategic partnerships and industry relationships.
Key Responsibilities
- Bring and maintain existing portfolio/book of clients with active financial advisory needs
- Build long-term relationships with high-net-worth individuals, businesses, and institutional clients
- Conduct regular client meetings to review financial goals, investment performance, and portfolio strategies
- Provide proactive advice on wealth preservation, growth strategies, and risk management
- Develop customized investment portfolios, asset allocation strategies, and financial roadmaps
- Advise clients on various financial instruments including: Fixed income investments, Equity markets, Alternative investments, Structured financial products, Private lending opportunities
- Monitor market trends, economic developments, and regulatory changes affecting investments
- Actively expand the firm’s client base through professional networks, referrals, and strategic partnerships
- Identify opportunities for cross-selling financial services
- Represent the firm at industry events, networking functions, and client engagements
- Maintain strong industry relationships with financial institutions, asset managers, and professional advisors
Requirements
- Bachelor’s Degree
- Relevant financial certifications (e.g., CFA, CFP, CAIA, or equivalent) will be advantageous
- Minimum 5 years of experience in financial advisory, wealth management, or investment consulting
- Proven experience managing a substantial book of clients
- Demonstrated success in client acquisition and portfolio growth
Qualifications
- None mentioned
Salary & Benefits
- Attractive base salary
- High-performance commission structure
- Revenue-sharing opportunities
- Long-term growth incentives
- Access to institutional investment opportunities
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in eThekwini
The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.
Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.
Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.
Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.
Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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