As a Financial Advisor I help clients manage and grow their wealth through personalized guidance and expert advice. I specialize in risk management, investment strategies, retirement planning, and offshore investments, tailoring my approach to meet each client's financial goals and needs.I have a Diploma in Journalism and Media, which has equipped me with advanced communication skills, objective handling, and marketing strategies. I also have a Class of Business certification from RSC, which has enhanced my knowledge and skills in financial advisory. I have over a year of experience in working with high-level clientele and businesses, scheduling, booking, and managing appointments, and comparing various products from different insurers in the market. I am passionate about empowering my clients to make informed decisions, adapt to changing circumstances, and achieve their long-term objectives through a steady and focused relationship.
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Financial AdvisorRs Financial Solutions - Sa Jun 2023 - Sep 2024La Lucia, Kwazulu-Natal, South Africa -
Appointment & Client BookingDiscovery Limited Jan 2023 - Jun 2023South AfricaDealing with High level clientele & businesses. Scheduling, booking & managing appointments. Specialising in Investment, Life & Retirement Annuity clients. Advanced skills and knowledge in discovery products, inclusive of various medical aid schemes. Alternative roles - Marketing strategies - communication skills & objective handling. - managing data bases of various clients. - knowledge of various comparative products from other insurers in the market. -
Financial Advisor AssistantDiscovery Limited Mar 2022 - Mar 2023South Africa -
Marketing & AdminJazmax Oct 2020 - Apr 2021
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Social Media Marketing InternExpressive Arts Music College Apr 2020 - Oct 2020
Frequently Asked Questions about Bianca Chetty
What is Bianca Chetty's role at the current company?
Bianca Chetty's current role is Financial Advisor | Investment and Retirement Planning.
What schools did Bianca Chetty attend?
Bianca Chetty attended Damelin, Rsc - Ray Strodl Consulting.
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