Professional Investment Consultant

3 days ago


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

The Liberty Standard Bank Group is seeking a highly skilled and motivated Professional Investment Consultant to join our team. With a competitive salary package of R10000.00 start-up stipend for new entrants, you will have the opportunity to forge a career in financial services.

About the Role

As a Professional Investment Consultant, you will be responsible for assessing and advising clients on their investment and insurance needs. This includes assisting clients with short, medium, and long-term financial planning goals, establishing professional relationships with stakeholders, and gathering client information to provide a holistic financial needs analysis.

You will work closely with clients to understand their financial objectives and develop tailored solutions to meet their individual needs. Your strong sales and marketing background will enable you to identify opportunities and provide suitable recommendations to drive business growth.

Key Responsibilities
  • Assess and advise clients on their investment and insurance needs
  • Develop and implement financial plans to meet clients' short, medium, and long-term goals
  • Establish and maintain professional relationships with stakeholders
  • Gather and analyze client information to provide a comprehensive financial needs analysis
Requirements

To succeed in this role, you will need:

  • A post-matric qualification in marketing, business, law, economics, investments, risk management, or a related field
  • Strong sales and marketing skills, with a proven track record of success
  • An own laptop (Windows 7 professional) and clear credit rating
  • A valid driver's license and own vehicle
Benefits

We offer a range of benefits, including:

  • A competitive salary package, including a R10000.00 start-up stipend for new entrants
  • Uncapped commission structure, providing opportunities for earnings growth
  • Corporate benefits, including medical aid and life insurance
  • Professional accredited training and development to enhance your skills and knowledge

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