Investment Advisor
2025-10-03T12:13:42+00:00
Caravel Partners
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https://www.caravelpartners.net/
FULL_TIME
Lusaka
Lusaka
10101
Zambia
Consulting
Admin & Office
2025-10-15T17:00:00+00:00
Zambia
8
Job Summary:
We are looking for very highly motivated financial services salesmen and women, preferably with successful offshore sales experience, but if not, certainly with sales experience that can be proven.
If you are a SEC-regulated offshore investment advisor right now and have an AUM book of business, we will consider a special deal with you.
Key Responsibilities:
- Network and prospect at the right level to create sales opportunities for yourself from Zambian High Net Worths.
- Present and sell the appropriate hard currency investment solution to these individuals.
- Maintain excellent client relations to retain business and maximize your chances of referrals.
- Represent the firm and its very superior range of USD/GBP/EUR saving and investment products and services ethically and professionally at all times.
Requirements:
A Bachelors degree is any subject is highly preferable, but it is ESSENTIAL is that you already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR that you are CURRENTLY studying for it. If you cannot prove either of these, then do not waste your or our time by applying.
Offshore sales experience is a big advantage, but not essential. What is very important is genuine sales experience, and that you can persuade us that you have the character type that suits the role:
1) Hunger for material success within a regulated and moral framework;
2) Not frightened by the prospect of high income earned by commission only;
3) We will provide all the training and on-going professional development support (including paying for Chartered Institute of Securities & Investment (CISI London) qualifications to Level III), but we cannot put into you the necessary fire and steel that must be there.
4) You must have your own laptop. If you have your own transport it will be an advantage.
Network and prospect at the right level to create sales opportunities for yourself from Zambian High Net Worths. - Present and sell the appropriate hard currency investment solution to these individuals. - Maintain excellent client relations to retain business and maximize your chances of referrals. - Represent the firm and its very superior range of USD/GBP/EUR saving and investment products and services ethically and professionally at all times.
A Bachelors degree is any subject is highly preferable, but it is ESSENTIAL is that you already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR that you are CURRENTLY studying for it. If you cannot prove either of these, then do not waste your or our time by applying. Offshore sales experience is a big advantage, but not essential. What is very important is genuine sales experience, and that you can persuade us that you have the character type that suits the role: 1) Hunger for material success within a regulated and moral framework; 2) Not frightened by the prospect of high income earned by commission only; 3) We will provide all the training and on-going professional development support (including paying for Chartered Institute of Securities & Investment (CISI London) qualifications to Level III), but we cannot put into you the necessary fire and steel that must be there. 4) You must have your own laptop. If you have your own transport it will be an advantage.
No Requirements
JOB-68dfbdf687b47
Vacancy title:
Investment Advisor
[Type: FULL_TIME, Industry: Consulting, Category: Admin & Office]
Jobs at:
Caravel Partners
Deadline of this Job:
Wednesday, October 15 2025
Duty Station:
Lusaka | Lusaka | Zambia
Summary
Date Posted: Friday, October 3 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Job Summary:
We are looking for very highly motivated financial services salesmen and women, preferably with successful offshore sales experience, but if not, certainly with sales experience that can be proven.
If you are a SEC-regulated offshore investment advisor right now and have an AUM book of business, we will consider a special deal with you.
Key Responsibilities:
- Network and prospect at the right level to create sales opportunities for yourself from Zambian High Net Worths.
- Present and sell the appropriate hard currency investment solution to these individuals.
- Maintain excellent client relations to retain business and maximize your chances of referrals.
- Represent the firm and its very superior range of USD/GBP/EUR saving and investment products and services ethically and professionally at all times.
Requirements:
A Bachelors degree is any subject is highly preferable, but it is ESSENTIAL is that you already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR that you are CURRENTLY studying for it. If you cannot prove either of these, then do not waste your or our time by applying.
Offshore sales experience is a big advantage, but not essential. What is very important is genuine sales experience, and that you can persuade us that you have the character type that suits the role:
1) Hunger for material success within a regulated and moral framework;
2) Not frightened by the prospect of high income earned by commission only;
3) We will provide all the training and on-going professional development support (including paying for Chartered Institute of Securities & Investment (CISI London) qualifications to Level III), but we cannot put into you the necessary fire and steel that must be there.
4) You must have your own laptop. If you have your own transport it will be an advantage.
Work Hours: 8
Experience: No Requirements
Level of Education: bachelor degree
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