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Specialist, Investment Consultant

Johannesburg, GP, South AfricaHybridFull-time

AI Summary

Specialist, Investment Consultant at Liberty (Standard Bank Group) advises brokers and IFAs, supports selling Liberty business, and develops/maintains/grows client relationships to increase market share.

About this role

Specialist, Investment Consultant

Liberty's success is driven by the success of its people. We aim to keep our staff engaged in the rightrole at the right time. Talent mobility is key to our competitive edge.

To provide advice and support to brokers and IFAs that engenders their trust and supports them in selling Liberty business to their clients. Develop, maintain, and grow business relationships to increase market share through the execution of defined sales objectives.

Qualifications

Matric with a professional qualification, or a bachelor’s degree in Finance

Additional Information

Behavioural Competencies

Professional/Technical Learning
Analytical Thinking (Intermediate)
Interpersonal Effectiveness
Problem Solving and Analysis
Teamwork and Cooperation

Technical Competency

Research and Information Gathering
Reporting and Interpretation
Financial Acumen (Intermediate)
Customer Advice (Technical)

Skills

Analytical ThinkingCustomer AdviceFinancial AcumenInterpersonal EffectivenessProblem Solving And AnalysisReporting And InterpretationResearch And Information GatheringTeamwork And Cooperation

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