Liberty Financial Advisor Jobs in Western Cape

Company Description Mlibo BlueStar - Financial Advisory Services, authorised by Sanlam, is a Financial Service Provider (FSP) located in Cape Town. We are committed to providing our customers with holistic financial advice and helping them achieve their personal financial goals. With our dedicated team of financial planners, we offer a comprehensive range of products and services, including perso...

Senior Financial Advisor, W CapeEntrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. Main Responsibilities Generate business and build a strong book of clients.Manage a portfolio of High-Net-Worth clients in the Western Cape (Winelands and ...

Senior Financial Advisor, W Cape Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. Main Responsibilities Generate business and build a strong book of clients. Manage a portfolio of High-Net-Worth clients in the Western Cape (Winelands an...

Senior Financial Advisor, W CapeEntrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. Main ResponsibilitiesGenerate business and build a strong book of clients.Manage a portfolio of High-Net-Worth clients in the Western Cape (Winelands and s...

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...