Overview
HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client’s needs
Responsibilities:
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools Securing stocks and bonds and establishing progressive savings accounts Moving money from accounts per industry and federal regulations Performing market research to stay current with financial trends Preparing financial documents, such as income projections and investment reports Mainta...