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Financial Services Consultant

2 weeks ago

Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time

**Liberty Standard Bank Group 2 Overview:** As a leading financial institution, we pride ourselves on delivering exceptional service and innovative solutions to our clients. Our mission is to empower individuals and businesses to achieve their financial goals.

Role Summary:

We are looking for a skilled Financial Adviser to join our team, responsible for conducting comprehensive financial needs analysis and providing expert financial advice to clients. The ideal candidate will be able to prospect for new business, build strong relationships, and leverage their expertise to drive business growth.

Key Responsibilities:
  1. Prospecting for new business opportunities and identifying potential clients.
  2. Conducting thorough financial needs analysis to understand client requirements and preferences.
  3. Providing expert financial advice, focusing on risk management and strategic planning.
  4. Building long-lasting relationships with clients and growing your client base.
  5. Leveraging your expertise to drive business growth and expansion.
Requirements:
  • Matric (grade 12) or NQF level 4 qualification.
  • RE5 certification an advantage.
  • Clear Credit and Criminal records.
  • FAIS Compliance.
  • At least two years of work experience in sales or marketing.
Desirable Skills:
  • Good business acertain knowledge and proactive approach.
  • Able to cope with pressure and meet deadlines.
  • Excellent communication skills (verbal and written).