Wealth Capital Fund Limited is one of Tanzania’s leading financial services companies specializing in investment advisory and capital markets solutions.

 With offices in Dar es Salaam and Dodoma, we are committed to enhancing financial literacy and wealth creation by providing expert investment services and innovative products We aim to empower both individuals and businesses to maximize opportunities in Tanzania’s growing capital markets

Job Summary

As a Financial Advisor, you will analyze clients’ financial goals and develop tailored investment plans to help them achieve those objectives You will monitor and manage client portfolios, provide expert financial planning advice, and promote Wealth Capital Fund’s products Successful candidates must hold a CMSA Investment Advisory Certification, excel in relationship management, negotiation, and communication, and ensure compliance with capital market regulations while delivering exceptional client service

Duties, Roles, and Responsibilities

• Provide personalized advice on financial planning and investments to clients
• Assess clients’ financial needs, goals, and risk tolerance
• Develop customized investment plans and financial solutions
• Monitor and manage client portfolios, conducting periodic performance assessments
• Promote and sell Wealth Capital Fund’s financial products and services
• Maintain regular client follow-ups and provide support to build strong relationships
• Prepare reports and presentations for clients on portfolio performance
• Stay updated on financial market trends, investment products, and regulations

Qualifications, Education, and Skills

Certification:  
Investment Advisory Certification from the Capital Markets and Securities Authority (CMSA) is required  
Skills and Abilities:  
Good in giving presentations, negotiating, and getting along with others  
Great at managing relationships and serving clients  
Able to work with little supervision and be self-motivated and assertive  
Good at analyzing things and making financial plans

How to Apply

Interested and qualified candidates should send their cover letter, complete CV, and copies of their academic and professional credentials toinfo@wealthcapitalfund.co.tz  

 Subject Line for Email: Application for Financial Advisor in [Location] Only people who are on the shortlist will be notified