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Strategic Financial Planning Specialist

2 months ago

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

Become a game-changer in the world of finance as a Strategic Financial Planning Specialist at the Liberty Standard Bank Group. This role is for someone who believes in empowering individuals to achieve their financial goals.

Key Responsibilities

As a Strategic Financial Planning Specialist, your primary objective will be to guide clients in reaching their financial objectives. This involves meeting with clients to discuss their financial needs, recommending investments, and providing expert analysis of financial data. Effectively communicating complex financial information to clients is crucial in building trust and delivering exceptional service.

Requirements

  • Must reside in the Western Cape
  • Matric certificate is essential
  • Tertiary education in finance, entrepreneurship, law, commerce, or marketing is preferable
  • Drivers' license and own vehicle
  • Clear criminal and credit record