Financial Consultant / Investment Advisor

SUMMARY:
We are seeking an experienced and results-driven Financial Consultant to join our growing financial services team based in Durban. The ideal candidate will possess strong industry knowledge, a proven track record in financial advisory services, and an established book of high-net-worth or mass affluent clients. This role offers a lucrative remuneration structure, including a competitive base salary, attractive commission incentives, and long-term growth opportunities for individuals capable of generating and maintaining strong client relationships. The successful candidate will play a key role in expanding the firm’s advisory capabilities while delivering tailored financial strategies to clients across various investment and wealth management needs.

POSITION INFO:
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 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.