Type your keywords in the search box above

Wealth Associate

Reference: 

FADBN08/18

Location: 

Durban

Source: 

Liberty Financial Advisers

Liberty is a registered financial planning organization advising mid to high net worth individuals and businesses.

Do you have excellent people skills, an entrepreneurial spirit and sales background or experience in the Finance or Insurance industry? Or do you have a tertiary qualification and exposure to a customer service environment. Apply today!

The purpose of this role is to help clients organize their finances, projects the results of their savings and investments and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, and help them make decisions towards achieving their financial goals as efficiently as possible.

Industry: 

Insurance

Job Type: 

Permanent

Date Posted: 

2018-08-09