Menu Close

Durban: Financial Consultant / Investment Advisor

Advertisement



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

View Job  Durban: AutoCAD Civil 3D Draughtsman posted by Hire Resolve

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.

View Job  Durban: Fitter (Hydraulic Experience) posted by Hire Resolve

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.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Durban, eThekwini


Job Seeker Tip

Always arrive 10-15 minutes early for interviews to show punctuality and reliability.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

View Job  Durban: Junior Electrician

Latest Job Opportunities

Gauteng: Project Manager posted by Network Finance

Jobs in Gauteng March 11, 2026
Network Finance Research and Development

Our client is a large, established organisation seeking a Project Manager (PMO) to oversee and coordinate multiple projects within a…

View Job

Western Cape: Junior Graphic Designer posted by Craven Cottage CC

Jobs in South Africa March 11, 2026
Craven Cottage CC Media Photography

Duties: Assist in the creation of digital and print design materials (social media graphics, brochures, flyers, presentations, banners, etc.)Support senior...

View Job

Gauteng: Solutions Specialist – Gauteng posted by Bidvest Protea Coin

Jobs in Gauteng March 11, 2026
Bidvest Protea Coin Other Technical

Research & Development (R&D)Drive innovation by identifying, testing, and integrating new security and technology solutions that enhance service delivery...

View Job

South Africa: Airfreight Manager posted by MECS Africa

Jobs in South Africa March 11, 2026
MECS Africa Transport Trucking

Main goalManage airfreight operations for Port Moresby branch as well as customer relationships in compliance with PNG legal requirements, Company…

View Job

Gauteng: Health, Safety & Environmental Officer posted by Phakisa Holdings

Jobs in Gauteng March 11, 2026
Construction Mining Other Building Phakisa Holdings

Purpose of the RoleTo ensure compliance with health, safety, and environmental legislation, standards, and company policies within the gold processing...

View Job

Pretoria North: Workshop Foreman posted by GAP Consulting

Jobs in Gauteng March 11, 2026
GAP Consulting Other Logistics

Minimum Requirements:Must have a minimum of 3-5 years’ experience as a Workshop Foreman or Senior Mechanic in the Transport &…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Durban, Jobs in Durban Area, Jobs in eThekwini

More Jobs in Your Area