Western Cape: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

About the Role

As a Graduate Financial Adviser at Liberty Standard Bank Group 2, you will have the opportunity to develop your skills in providing exceptional financial advice to clients. You will be responsible for building strong relationships with clients, conducting thorough reviews of their financial circumstances, and creating tailored plans to meet their individual needs.

Key Responsibilities

• Contacting clients and setting up meetings within an office environment or at clients’ homes or business premises
• Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims
• Analysing information and preparing plans best suited to individual clients’ requirements
• Completing risk analysis
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets

Requirements

• Matric (essential)
• Degree (preferable)

Qualifications

None mentioned.

Salary & Benefits

Not specified in the original job description.