Financial Adviser

Snaphunt; Durban; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services company is seeking a Financial Adviser based in Durban. The successful candidate will collaborate with client relationship managers and analyze investment portfolios to offer tailored advisory services. This role requires at least one year of experience in financial services and the ability to thrive in a fast-paced environment.

Qualifications

• At least 1 year experience in a similar role within Financial Services.
• Strong networking and relationship-building skills.
• Highly goal-driven and able to work in fast-paced environments.

Responsibilities

• Provide timely investment advisory services to clients.
• Analyze clients' risk appetite and propose investment solutions.
• Review and recommend changes in investment policies.

Skills

Networking

Relationship Building

Goal Driven

Resilience

Job description

• Work in a company with a solid track record of performance
• Work alongside & learn from best in class talent
• Join a well known brand within Insurance

The Job

You will be responsible for :

• Partnering with the client relationship managers to provide timely and relevant investment advisory services to clients.
• Analysing clients' risk appetite, investment preferences and return expectations and proposing investment solutions accordingly.
• Analysing investment portfolios to determine asset re-allocation opportunities.
• Developing, reviewing, and making recommendations for changes in investment policies based on market conditions.
• Complying with internal guidelines and regulatory requirements.

The Profile

• You have at least 1 year experience including solid experience in a similar role within Financial Services.
• You are a strong networker & relationship builder
• You are highly goal driven and work well in fast paced environments
• You are a self-starter and demonstrate a high level of resilience

The Employer

Our client believe that knowledge shared can change people's realities, every day.Since 1957 Our client grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment and insurance solutions.

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Financial Adviser • Durban, South Africa