Liberty Standard Bank Group
Liberty Standard Bank Group — Cape Town Region, Western Cape
Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial products. Maintain accurate client records using CRM and financial planning software. Gather and analyse client financial data (income, expenses, assets, lia…
To apply for this job please visit www.adzuna.com.
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