Investment Strategist

2 weeks ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

Are you a finance expert seeking to utilise your skills in the financial services industry? Liberty Standard Bank Group is currently sourcing Financial Planners to join its dynamic team in Cape Town. As a Financial Planner, your primary objective will be to assist clients in achieving their financial goals.

A Financial Planner's role involves meeting with prospective clients, implementing solutions for new clients and reviewing plans with existing clients. Your guidance must be well-informed, making it essential to possess strong analytical and interpersonal skills.

To succeed as a Financial Planner, you must have a solid understanding of investment and financial data. You should be able to clearly communicate complex findings to your clients. Additionally, an aptitude for sales and marketing will serve you well in this role.

We are looking for individuals who have completed tertiary education in law, finance, economics, entrepreneurship or marketing. A Matric certificate is also a requirement. Furthermore, we expect all candidates to hold a clear criminal and credit record, as well as a valid drivers license and own vehicle.

The remuneration package includes a R 10,000 startup stipend (new to industry advisers only) and uncapped commission of 70%. Our company benefits include medical aid and provident fund, along with training and development opportunities.



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