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Financial Services Specialist

2 weeks ago

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

The ideal candidate for this role is a Financial Services Specialist with strong analytical skills and excellent communication abilities. They should possess a passion for helping clients achieve their financial goals. As a Financial Services Specialist, you will be responsible for providing financial guidance to clients, including investment planning, retirement planning, tax strategies, and wealth management.

Key Responsibilities:
  • Develop comprehensive financial plans for clients
  • Recommend suitable investment strategies and products
  • Work closely with clients to understand their financial needs and objectives
  • Provide personalized financial guidance to clients