Financial Services Professional

3 weeks ago


Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time
Financial Planning Role at Liberty Standard Bank Group

We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planning Specialist. As a key member of our team, you will be responsible for creating and protecting the financial security and wealth of our clients.

Key Responsibilities:
  • Conduct detailed financial needs analysis and provide professional advice to clients.
  • Network and prospect to establish and maintain long-term client relationships.
  • Create and cultivate long-term client relationships and manage your professional practice.
  • Remain accredited and up to date with relevant market and industry-related subjects.
Requirements:
  • Tertiary qualification is preferable.
  • A minimum of three years full-time working experience.
  • Previous experience in the finance industry or outbound sales environment is a strong advantage.
  • Own vehicle and valid driver's license is a non-negotiable requirement.
  • Ability to network, prospect, negotiate, and build relationships.
  • Ability to work independently.
  • Clear credit and criminal record.
  • Career-driven person with strong commercial acumen and excellent interpersonal skills.


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