Expert Financial Professional

7 days ago


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

**Career Opportunity**

Are you a driven individual with a strong mix of independence, people skills, enthusiasm, and determination?

Liberty Standard Bank Group is offering a unique chance to advance your career within one of the major financial services companies in South Africa.

We provide a structured, proactive training programme for aspirant Financial Advisers, supporting you with a network of proficient professionals committed to helping you succeed.

You will have the opportunity to:

  1. Provide holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs.
  2. Identify new business opportunities and develop and implement strategies.
  3. Manage individual and corporate relationships.

Key Responsibilities:

  • Source, develop, and cultivate your own client base by networking, referrals, and prospecting.
  • Meet clients in person to provide them with financial planning advice and solutions.
  • Provide on-going financial planning advice to retained clients.
  • Develop and implement strategies to obtain and manage business opportunities arising within Private and Corporate accounts.
  • Manage and strengthen relationships.
  • Resolve client concerns, queries, and/or complaints.

Requirements:

  • Matric is essential.
  • A Tertiary qualification is desirable.
  • Able to work independently.
  • Ability to network, prospect, and build relationships.
  • Clear credit and criminal record.
  • Career driven person with strong entrepreneurial drive.

What We Offer:

  • Opportunity to establish yourself as a financial professional and build your own practice under the Liberty Standard Bank Group brand.
  • 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.
  • Recognition - monthly and annual incentives and rewards.
  • Opportunities for advancement and growth.


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