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16.04.2024
Financial Adviser Pietermaritzburg, Pretoria
Pretoria
... investment products -Source prospective clients and referrals -Meet activity and sales targets Desired Experience&Qualification In order to be considered for the role, the following requirements need to be met: - Matric and NQF5 or related tertiary qualification -Minimum 2-3 years working ...
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Liberty Group Ltd
16.04.2024
Entry-Level Financial Advisor Opportunity Market Related
Pretoria
... investment options, retirement planning, insurance products, and wealth management strategies. Build and maintain strong client relationships through regular communication and follow-ups. Stay updated on market trends, investment products, and regulatory changes to provide informed ...
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Liberty Group Ltd
16.04.2024
Financial Adviser
Pretoria
... investment products -Source prospective clients and referrals -Meet activity and sales targets Desired Experience&Qualification In order to be considered for the role, the following requirements need to be met: - Matric and NQF5 or related tertiary qualification -Minimum 2-3 years working ...
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Liberty Group Ltd
16.04.2024
Financial Adviser Umhlanga, Westville, Kloof, Pretoria
Pretoria
... Liberty is not just our name. It's what we do Duties&Responsibilities Your role will entail: Financial needs analysis Relationship building Build a professional practice under the Liberty brand Lead the way down the path to financial security Assisting people to manage their wealth holistically ...
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Liberty Group Ltd
05.04.2024
Financial/Wealth Planner and Advisor
Pretoria
... investment planning, cash management or any other areas in order to help them reach their financial goals Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or ...
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Liberty Group Ltd
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