Bellville: INTERN: FINANCIAL ADVISOR BELLVILLE posted by CompitantCandidates

• 3-year Finance-related degree (preferably B.Com Finance)

• No experience required

Duties include but are not limited to:

• Undertake highly technical analytical work.
• Assessment of client financial needs and circumstances.
• Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
• Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
• Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
• Keep up to date with product information.
• Preparing investment-, retirement-, estate-, and long term risk proposals.
• Public speaking and presentations
• Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.