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Financial Adviser

  • Full Time
  • Anywhere

Liberty Standard Bank Group 2

Liberty Standard Bank Group 2 — Pietermaritzburg, Msunduzi

Duties and responsibilities: Assessing Client Financial Needs : Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations. Developing Financial Plans : Creating tailored financial strategies that align with clients goals, covering areas like investments and retirement Investment Guidance : Recommending investment opportunities that suit clients' ri…

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