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Investment Advisor: Build Portfolios & Client Relations

Placements24

George, Eden · South Africa

Salary not listed
Level
Mid-level
On site or Remote
On-site
Posted
1h ago

About this role

Placements24 is seeking an Investment Advisor in George to build and maintain strong client relationships, understand financial goals, and provide expert investment advice. You will manage client portfolios, identify opportunities, and ensure regulatory compliance. The ideal candidate has a background in finance with certifications like CFP or CFA, strong market knowledge, and excellent communication skills to serve a diverse clientele. J-18808-Ljbffr

This is a summary. The employer's full description, including requirements and benefits, is on their own listing.

Qualifications

CFA

Posted 13 October 2026 · Expires 12 November 2026