Investment Specialist

2 days ago

Pretoria, South Africa Accredinet Financial Solutions Full time

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.

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)

**Experience**:

- Investment management: 3 years (required)

**Language**:

- Afrikaans (required)

License/Certification:

- Code 8 drivers license (required)

Expected Start Date: 2024/10/01

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