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Personal Financial Consultant

1 week ago

Durban, KwaZulu-Natal, South Africa Liberty Group South Africa Full time

We are seeking a highly motivated and organized individual to fill the role of Personal Financial Consultant. As a key member of our team, you will provide personalized financial guidance to clients, helping them achieve their financial goals.

About the Role:

You will be responsible for meeting with clients to understand their financial situation, creating customized financial plans, and offering guidance on investment opportunities. Your goal will be to help clients build wealth and secure their financial futures.

Responsibilities:
  1. Assess client financial situations and create tailored financial plans
  2. Provide guidance on investment opportunities and risk management strategies
  3. Regularly review and adjust client portfolios to ensure alignment with financial objectives
  4. Educate clients on financial products and concepts to empower informed decision-making
Requirements:
  1. Degree (preferable)
  2. Regulatory Exam (RE Exam) (highly advantageous)
  3. Industry experience (advantageous)