Financial Portfolio Manager

1 month ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time
Role Overview

We are seeking a motivated and results-driven Financial Advisor to join our team at Liberty Standard Bank Group. In this exciting role, you will have the opportunity to build a successful career in financial planning and wealth management.

About the Role

As a Financial Advisor, you will be responsible for providing expert advice to medium to high net worth clients on their risk, retirement annuities, investments, and estates planning needs. You will work closely with clients to understand their goals and develop tailored solutions to help them achieve their financial objectives.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients.
  • Provide ongoing advice and guidance to clients to ensure they remain on track to meet their financial goals.
  • Build and maintain strong relationships with clients to ensure long-term loyalty and growth.
  • Stay up-to-date with industry trends and developments to ensure you are always providing the best possible advice to your clients.


Requirements

To be successful in this role, you will need:
  • A valid driver's license and reliable vehicle.
  • A Grade 12 certificate (matric) and/or a Postgraduate Diploma in Financial Planning or Certified Financial Planner (CFP) certification (advantageous but not required).
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Experience in sales and/or financial services (preferable but not essential).


What We Offer

In return for your hard work and dedication, we offer a competitive salary of $85,000 per annum, as well as opportunities for professional growth and development. If you are a motivated and ambitious individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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