demands utmost professionalism, integrity and a customer centric approach. An accredited financial adviser adviser commands the respect and trust of those customers who are entrusting their and their families' financial Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional Professionalism, Customer first, Advice led. Provide appropriate financial advice, in line with the customer's resources on demand financial service and advise to customers within your allocated customer markets. As a financial
demands utmost professionalism, integrity and a customer centric approach. An accredited financial adviser adviser commands the respect and trust of those customers who are entrusting their and their families' financial Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional Professionalism, Customer first, Advice led. Provide appropriate financial advice, in line with the customer's resources on demand financial service and advise to customers within your allocated customer markets. As a financial
provide sound professional advice helping their customers pursue their financial goals by developing a personalized personalized plan based on the customer's unique financial situation. Through training we coach our Advisers Advisers to provide value to the customer through their unique strengths. This collaboration creates and existing products and services Designing financial strategies Assisting clients to make informed decisions about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable)
holistic financial planning and investment advisory services. Present financial strategies and solutions Develop and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up mind-set, an effective communicator, analytical and customer-oriented who will meet or exceed established sales
holistic financial planning and investment advisory services. Present financial strategies and solutions Develop and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up mind-set, an effective communicator, analytical and customer-oriented who will meet or exceed established sales
and existing products and services Designing financial strategies Assisting clients to make informed decisions and tenacity The ability to work in a team Time management skills A target driven mindset Discretion and
and existing products and services Designing financial strategies Assisting clients to make informed decisions and tenacity The ability to work in a team Time management skills A target driven mindset Discretion and
Embark on your career journey within the Financial Services Sector. We seek an energetic individual to collaborate At least three years of full-time experience in customer-facing roles Prior involvement in external sales
Embark on your career journey within the Financial Services Sector. We seek an energetic individual to collaborate At least three years of full-time experience in customer-facing roles Prior involvement in external sales
If you want to enter the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Enjoy the privilege of working with top class Management and Support professionals within the field. At skills across Insurance, Asset Management, Investment, Risk Management and Health products. Purpose To needs analysis and providing professional advice to assist people to achieve their financial dreams and maintaining