Experienced Financial Adviser (Bancassurance & Beyond) at Liberty Group South Africa

Job Summary:

Bancassurance (Standard Bank) & Autonomous (Liberty): Experienced Adviser Opportunities

Events of late have raised both the awareness and demand for quality financial advisors; Furthermore, within this disruption the importance of new methodologies and skills that will set the set future advisers apart.

The ideal candidate will deliver personalized financial advisory solutions to assisting and educate clients work toward their long-term financial goals. The adviser should have an ability to work within a corporate environment, managing and supporting stakeholders towards group objectives and standards. The adviser will be branch based but needs to be mobile to service the regional clients beyond the Fourways vicinity, as per the teaming commitments within the bancassurance value proposition.

Responsibilities

• Manage and support banking stakeholders and solutions
• Delivery of holistic bancassurance value proposition to clients
• Collaborate with banking team to cultivate client relationships
• Prepare financial plans and deliver financial advice to solution clients.
• Protect client confidentiality in line with system access and industry standards.

Qualifications

• RE and / or industry related qualifications.
• 2+ years' of industry experience
• Strong understanding of the investment & insurance business
• Excellent interpersonal skills
• A high degree of energy and commitment.