Financial Consultant ​/ Investment Advisor

-

Permanent

DBN
000116

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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

• 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
  .

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

• 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

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

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.