Job Opportunities in South Africa
September 11, 2024
Accredinet Financial Solutions
Pretoria
FULL TIME & OTHER
Investment Consultant
To consult with our existing advisors to explore how they can expand their practices and identify opportunities, especially in terms of investments and assets under management.
To provide advisors with guidance regarding their investment portfolios and, upon request, to meet with clients alongside them.
Develop, grow, and manage an allocated portfolio of advisors.
To identify opportunities for business development (new advisors, and/or new business opportunities within existing advisors' practices).
To attend the fund management meetings and familiarize yourself with the current funds.
Experience in the Insurance sector
Interact effectively through communication, building loyalty and trust, managing conflict, negotiation and gaining commitment
Job Types: Full-time, Permanent
Pay: R30 000,00 - R45 000,00 per month
Education:
To provide advisors with guidance regarding their investment portfolios and, upon request, to meet with clients alongside them.
Develop, grow, and manage an allocated portfolio of advisors.
To identify opportunities for business development (new advisors, and/or new business opportunities within existing advisors' practices).
To attend the fund management meetings and familiarize yourself with the current funds.
Experience in the Insurance sector
Interact effectively through communication, building loyalty and trust, managing conflict, negotiation and gaining commitment
Job Types: Full-time, Permanent
Pay: R30 000,00 - R45 000,00 per month
Education:
- Bachelors (Required)
- Investment management: 3 years (Required)
- Afrikaans (Required)
- Code 8 drivers license (Required)
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