Senior Financial Services Professional

3 weeks ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time
Build a Successful Financial Planning Career with Liberty

As a Financial Adviser at Liberty Standard Bank Group, you will be part of a dynamic team that provides top-notch financial services to our clients. Our Financial Planners are highly trained and experienced professionals who guide clients through every step of their financial journey.

Key Responsibilities:

  1. Develop a thorough understanding of client financial needs, investment opportunities, and insurance requirements.
  2. Build and maintain a book of business that meets Liberty's standards for quality and growth.
  3. Provide exceptional client service and support throughout the client relationship.
  4. Recommend financial solutions tailored to client needs and goals.
  5. Meet production targets that contribute to overall company revenue goals.

Requirements:

  • Completed post-matric related qualification in marketing, business, law, economics, investments, or risk management.
  • Clear credit rating and no criminal record.
  • Own laptop (Windows 7 professional) and vehicle with a valid driver's license.


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