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Executive Financial Strategist

1 month ago

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

We are seeking a talented Executive Financial Strategist to join our team at Liberty Standard Bank Group.

About the Role

As an Executive Financial Strategist, you will be responsible for helping clients achieve their financial goals by providing expert guidance and advice.

This is a highly rewarding role that requires strong interpersonal and analytical skills, as well as the ability to communicate complex financial concepts in a clear and concise manner.

Key Responsibilities
  • Meet with clients to discuss their financial needs and develop personalized strategies to help them reach their goals
  • Analyse investment and financial data to provide informed recommendations to clients
  • Implement solutions with new clients and review plans with existing clients to ensure they are on track to meet their financial objectives
Requirements

To be successful in this role, you will need:

  • A Matric certificate (essential) and tertiary education in finance, entrepreneurship, law, commerce, marketing or a similar field (preferable)
  • A drivers' license and own vehicle
  • A clear criminal and credit record
  • The ability to reside in the Western Cape
Estimated Salary

R450,000 - R600,000 per annum, depending on experience

Benefits

We offer a competitive salary package, including benefits such as a drivers' license allowance, a company vehicle, and opportunities for professional growth and development.