Durban: Financial Consultant / Investment Advisor posted by Riseup Management

March 29, 2026 Jobs in Durban

Riseup Management

Kwazulu-Natal

Finance/Accounting Management

Job Description

Key Responsibilities

Client Relationship Management:

Bring and maintain an 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.

Financial Advisory & Investment Strategy:

Provide comprehensive financial planning and investment advisory services tailored to each client’s objectives.
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.

Business Development:

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.

Compliance & Risk Management:

Ensure all advisory services comply with relevant financial regulations and compliance requirements.
Maintain accurate client records and documentation.
Conduct proper due diligence and risk assessments for investment recommendations.

Market Intelligence

Stay updated with global and local financial markets.
Provide strategic insight to internal teams regarding investment opportunities and client trends.
Contribute to internal strategy discussions related to financial products and services.

Minimum Requirements

Education:

Bachelor’s Degree.
Relevant financial certifications will be advantageous (e.g., CFA, CFP, CAIA, or equivalent).

Experience:

Minimum 5–10 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.

Industry Knowledge:
Strong knowledge of:

Investment markets
Wealth management strategies
Portfolio construction
Risk management frameworks
Regulatory requirements within the financial services industry

Skills:

Exceptional relationship management and networking abilities
Strong analytical and financial modeling skills
High level of professionalism and discretion
Excellent communication and presentation abilities
Entrepreneurial mindset with strong business development capabilities

View Job North West: Remote Financial Adviser posted by Liberty Standard Bank Group

Compensation & Benefits:

We offer an extremely competitive and lucrative compensation structure, including:

Attractive base salary
High-performance commission structure
Revenue-sharing opportunities
Long-term growth incentives
Access to institutional investment opportunities
Support from experienced financial and operational teams

Ideal Candidate Profile

The ideal candidate is a well-connected financial professional who already services a network of clients and seeks a platform that allows them to expand their advisory services while benefiting from strong operational support and competitive earnings potential. Candidates with established credibility, industry reputation, and a proven ability to generate significant revenue through advisory services will be highly regarded.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Finance/Accounting Management Jobs in Kwazulu-Natal

In the province of KwaZulu-Natal, South Africa, the finance and accounting management sector is a vital part of the economy, with various industries relying on professionals to manage their financial operations. Typically, job seekers in this field can expect to find opportunities across different sectors, including the financial services sector, technology industry, manufacturing sector, and more. Generally, these roles require individuals who have a strong understanding of financial management principles, regulatory compliance, and business strategy.

Salary expectations for finance and accounting management positions in KwaZulu-Natal vary widely depending on factors such as experience, company size, and industry sector. While salaries can range from R500 000 to over R1 million per annum, it is essential to note that these figures are only general estimates, and actual salaries may differ significantly. It’s also worth noting that bonuses and benefits packages often contribute to the overall remuneration package. Ultimately, salary expectations should be influenced by individual performance, industry standards, and company culture.

Common skills for finance and accounting management roles in KwaZulu-Natal include strong analytical and problem-solving skills, excellent communication and interpersonal skills, experience with financial software and systems, a solid understanding of tax law and regulatory compliance, and the ability to interpret and analyze financial data. Additionally, many successful professionals in this field possess an MBA or equivalent postgraduate qualification, as well as certifications such as CIMA or ACMA.

View Job Sandton: ASSISTANT BOOKKEEPER posted by SNWB

Industries commonly employing finance and accounting management professionals include those in the financial services sector, technology industry, manufacturing sector, and government departments. These roles often involve managing budgets, forecasting revenue, preparing financial reports, and ensuring compliance with regulatory requirements. While these industries may vary, the fundamental skills required to succeed in this field remain relatively consistent.

Career progression for finance and accounting management professionals typically involves advancing through various roles within a company, such as from financial analyst to senior manager or controller. Opportunities also exist for those seeking to transition into other roles, such as business development or strategy. With experience and further education, individuals can leverage their skills to move into leadership positions or pursue careers in specialized areas like forensic accounting or financial planning.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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