Liberty Standard Bank Group 2
5 months ago
Graduate Financial Adviser
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Company information
- Company
- Liberty Standard Bank Group 2
- Location
- South Africa, Western Cape South Africa
- Posted
- 5 months ago
Job description
Contacting clients and setting up meetings, either within an office environment or in 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 about their financial affairs Developing and maintaining relationships with clients Providing ongoing support and guidance to clients Identifying opportunities for clients to improve their financial situation Conducting regular reviews of clients' progress and making adjustments as necessary Maintaining accurate records of client interactions and financial plans
Required skills
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