Location

Reports To

Application Criteria

• Preferably B.Com or equivalent with a focus on investment studies / finance / similar.
• Open to other tertiary qualifications depending on experience and evidence of investment-related knowledge, adaptability and interests.
• FAIS compliant representative (RE5) strongly advantageous. Minimum requirement is to obtaining the RE5 qualification within 1 year from date of appointment at RisCura.
• CFA, CFP® or similar, or studying towards these qualifications, advantageous.

Experience

• Client servicing and client relationship experience.
• Minimum 5-7+ years of relevant experience.
• Solid technical understanding and knowledge of investments and markets and practical experience in the application thereof in a working role across tasks.
• Time management and project management in a multi-faceted, multi-dimensional role that regularly requires a fast but accurate working pace and rapid switching between outputs.
• Excellent working knowledge of MS Office suite.
• Performance analysis and calculation experience highly advantageous.