
Posted 1 month ago
Specialist, Investment Consultant
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
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