Associate Investment Consultant

Applications Close 19 July 2024
Applications Closed

Location

Johannesburg / Cape Town / Hybrid

Reports To

Head of Consulting

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.

EE Disclaimer

RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

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