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Financial Services Professional

2 months ago

Krugersdorp, Gauteng, South Africa Liberty Standard Bank Group Full time
Unlock Your Potential as a Financial Services Professional

Are you a driven individual with a strong mix of independence, people skills, enthusiasm, and determination? Do you have a passion for finance and a desire to advance your career? We're looking for exceptional individuals to join our team as Financial Services Professionals at Liberty Standard Bank Group.

About the Role

As a Financial Services Professional, you will be responsible for providing holistic financial planning advice to private and business clients. You will identify their investment and lifestyle needs, develop and implement strategies, and manage individual and corporate relationships.

Key Responsibilities
  • Source, develop, and cultivate your own client base through networking, referrals, and prospecting
  • Meet clients in person to provide them with financial planning advice and solutions
  • Provide ongoing financial planning advice to retained clients
  • Develop and implement strategies to obtain and manage business opportunities
  • Manage and strengthen relationships with private and corporate clients
  • Resolve client concerns, queries, and complaints
Requirements
  • Matric is essential
  • A tertiary qualification is desirable
  • Own vehicle and a valid driver's license is a must
  • Ability to work independently
  • Able to network, prospect, and build relationships
  • Clear criminal and credit record
Benefits and Remuneration

To be discussed in interview