Professional Financial Consultant

5 days ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time

Job Description:

  • Contacting clients and arranging meetings within a professional setting, or at their homes or business premises

We are seeking an experienced and skilled Financial Consultant to join our team at Liberty Standard Bank Group 2. As a key member of our team, you will be responsible for providing expert advice and guidance to clients in achieving their financial goals.

Key Responsibilities:

  1. Conduct thorough reviews of clients' financial circumstances, current provision, and future objectives
  2. Analyse information and develop tailored plans to meet individual clients' needs
  3. Research the market and provide clients with comprehensive information on new and existing products and services
  4. Design and implement effective financial strategies to achieve clients' goals
  5. Assist clients in making informed decisions, taking into account their changing needs and financial circumstances
  6. Promote and sell financial products to meet negotiated sales targets

Requirements:

  • Degree (preferable)
  • Laptop
  • Clear credit record
  • Clear criminal record
  • Valid drivers' licenses
  • Owning a vehicle
  • Excellent communication, interpersonal, and listening skills
  • The ability to explain complex information simply and clearly
  • A strong networker and relationship-builder
  • Research and analytical skills
  • The ability to work effectively in a team
  • Strong time management skills
  • A target-driven mindset
  • Discretion and an understanding of the need for client confidentiality
  • An ethical and professional approach to work

Estimated Salary:

R1,200,000 per annum, depending on experience and qualifications



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