Advisor, Financial Planning
Liberty GroupCape Town, Western Cape, South Africa1 day ago
Job description
Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial...
- 1 years’ experience in sales & client servicing (preferred)
- Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking (or any related fields)
- Strong interpersonal and client relationship skills
- Self-motivated, ethical, and goal-oriented
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Financial Advisor • Cape Town, Western Cape, South Africa
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