Senior Financial Strategist

4 days ago


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

About the Role:

We are seeking a motivated and driven individual to join our team as a Senior Financial Strategist at Liberty Standard Bank Group.

Responsibilities:

  1. Source, develop and cultivate your own client base by networking, referrals and prospecting.
  2. Meet clients in person to provide them with financial planning advice and solutions.
  3. Provide on-going financial planning advice to retained clients.
  4. Develop and implement strategies to obtain and manage business opportunities arising within Private and Corporate accounts.
  5. Manage and strengthen relationships.

Requirements:

  • Matric is essential.
  • A Tertiary qualification is desirable.
  • Vehicle and valid drivers license.
  • Ability to work independently.
  • Able to network, prospect and build relationships.
  • Clear credit and criminal record.

What We Offer:

  • Opportunity to further your studies.
  • Supportive environment to allow you to focus on providing excellent customer service and growing your client base.
  • Full training and mentorship.
  • Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.
  • Continuous and on-going In-house training and development.

About Us:

Liberty Standard Bank Group is a major financial services company in South Africa, offering a structured, proactive training programme for aspirant Financial Advisers.



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