Financial Advisor
Offer no longer available
This job posting is closed. Applications are no longer accepted.
Closed · 16 days ago
This job is published by an external platform.
| Location | Western Cape, South Africa |
| Contract | Full time |
| Closed | 16 days ago |
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, 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 interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
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Location
About the company
Liberty Standard Bank Group 2
This link will take you to an external website:
https://www.liberty.co.zaContinue