Expert Financial Consultant

1 month ago


Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time
Job Description

We are seeking a highly motivated and driven individual to join our team as an Expert Financial Consultant.

About the Role:
As an Expert Financial Consultant, you will be responsible for providing holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs.

Your key responsibilities will include:
  • Sourcing, developing, and cultivating your own client base through networking, referrals, and prospecting.
  • Meeting clients in person to provide them with financial planning advice and solutions.
  • Providing ongoing financial planning advice to retained clients.
  • Developing and implementing strategies to obtain and manage business opportunities arising within private and corporate accounts.

Requirements:
To succeed in this role, you will need:
  • A matric certificate.
  • A tertiary qualification is desirable.
  • An owned vehicle and a valid driver's license.
  • The ability to work independently.
  • Excellent networking, prospecting, and relationship-building skills.
  • A clear criminal and credit record.

Benefits and Remuneration:
Salary R350,000 - R500,000 per annum. Additional benefits and remuneration packages will be discussed during the interview process.

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