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 #J-18808-Ljbffr
Ready to Apply?
Take the next step in your AI career. Submit your application to Liberty Group today.
Submit Application