Career Development Financial Specialist

1 month ago


Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

We are seeking a motivated Career Development Financial Specialist to join our team at Liberty Standard Bank Group 2.

Job Description

As a Career Development Financial Specialist, you will be responsible for providing comprehensive financial planning and advice to clients. You will work closely with our sales managers and experienced financial advisers to develop your skills and knowledge in technical, sales, and soft skills training.

Key Responsibilities

  • Conduct detailed analysis of clients' financial needs and provide professional advice on investments, insurance, and retirement planning.
  • Create and protect the financial security and wealth of clients by developing tailored financial plans.
  • Assist clients in achieving their financial goals and maintain client portfolios.
  • Build and cultivate relationships with clients through excellent service orientation and frequent contact.

Requirements

  • Completed matric-related qualification in marketing, business, law, economics, investments, or risk management.
  • At least 1 year of sales experience.
  • Clear credit rating and no criminal record.
  • Laptop and computer literacy.

Estimated Salary: $60,000 - $80,000 per annum

About Us

Liberty Standard Bank Group 2 is a leading financial services provider dedicated to enhancing careers and providing comprehensive training programs. Our holistic approach to career development includes technical, sales, and soft skills training to ensure our financial specialists are equipped to succeed.



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