Overview
Financial Adviser Jobs in Durban, South Africa at Snaphunt
The Offer
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.
Title: Financial Adviser
Company: Snaphunt
Location: Durban, South Africa
Category: Finance & Banking (Financial Consultant, Financial Analyst, Financial Advisor)
