Investment Advisor
2025-11-03T11:04:55+00:00
Caravel Partners Zambia Ltd
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https://www.caravelpartners.net/
FULL_TIME
Zambia
Lusaka
10101
Zambia
Financial Services
Sales & Retail
2025-11-10T17:00:00+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.
Training will take place up to Christmas, with work starting after the Christmas Break.
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. You already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR you are currently studying for it OR genuinely intend studying for it in the future.
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 (1) existing HNW network and (2) character type that suits the role. Excellent backgrounds would be bank manager or high-level insurance sales, but these are just examples.
1) Hunger for material success within a regulated and moral framework. This is a job for financial services hunters, not salarymen or shop-keepers.
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 later on paying for Chartered Institute of Securities & Investment 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.
You will have a three-month Probation Period with the status of Associate. When you have the IASB certificate, you can become a full-time regulated Advisor or remain if you wish at Associate level.
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. You already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR you are currently studying for it OR genuinely intend studying for it in the future. 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 (1) existing HNW network and (2) character type that suits the role. Excellent backgrounds would be bank manager or high-level insurance sales, but these are just examples. 1) Hunger for material success within a regulated and moral framework. This is a job for financial services hunters, not salarymen or shop-keepers. 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 later on paying for Chartered Institute of Securities & Investment 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. You will have a three-month Probation Period with the status of Associate. When you have the IASB certificate, you can become a full-time regulated Advisor or remain if you wish at Associate level.
JOB-69088c5756294
Vacancy title:
Investment Advisor
[Type: FULL_TIME, Industry: Financial Services, Category: Sales & Retail]
Jobs at:
Caravel Partners Zambia Ltd
Deadline of this Job:
Monday, November 10 2025
Duty Station:
Zambia | Lusaka | Zambia
Summary
Date Posted: Monday, November 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.
Training will take place up to Christmas, with work starting after the Christmas Break.
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. You already hold the Investment Advisor & Stockbroker qualification from ZCPIT OR you are currently studying for it OR genuinely intend studying for it in the future.
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 (1) existing HNW network and (2) character type that suits the role. Excellent backgrounds would be bank manager or high-level insurance sales, but these are just examples.
1) Hunger for material success within a regulated and moral framework. This is a job for financial services hunters, not salarymen or shop-keepers.
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 later on paying for Chartered Institute of Securities & Investment 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.
You will have a three-month Probation Period with the status of Associate. When you have the IASB certificate, you can become a full-time regulated Advisor or remain if you wish at Associate level.
Work Hours: 8
Experience in Months: 36
Level of Education: bachelor degree
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