Financial Advisory Partner

4 weeks ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time

: Liberty is looking to invest in the future of passionate and target-driven individuals as a Financial Adviser in one of the most dynamic and respected companies in the Financial Industry. We offer a defined career path, the best training in the industry, mentorship, and on-going support to build your own business practice under the trusted Liberty Brand. If youre up for the challenge of helping people achieve their financial goals, Financial Adviser is a fantastic career for you. Responsibilities: · Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace-of-mind for their clients. · Conduct detailed clients' financial needs analysis and provide professional advice · Create and protect the financial security and wealth of clients · Assist clients to achieve their financial dreams and maintain client portfolios · Create and cultivate relationships with clients · Provide excellent service orientation and frequent contact with clients · Matric/ National Diploma OR Degree · South African Identity Document · Clear Credit rating · No Criminal record · Successful track record in terms of previous positions · Impeccable work ethics · Ability to work autonomously · Effective Marketing and Networking Skills · Ability to plan and manage time effectively · Excellent communication and inter-personal skills · Sales Experience · Target Driven · Computer literate · Laptop (Windows 7 professional)



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