- East Rand
- Salary: Market Related
- Commission: commission
- Job Type: Permanent
- Sectors: Insurance Investment
- Benefits: Medical Aid Pension Training Many Benefits
- Reference: Ap13
Vacancy Details
Employer: Liberty Standard Bank Group
Experienced Wealth Planner
Liberty seeks a client-centric person, with an entrepreneurial mindset.
Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner.
Candidate Requirements
- Acquire new clients by building great relationships internally and externally.
- Manage pipeline and workflow to acquire and retain clients.
- Provide excellent service to new and existing clients.
- Be involved with comprehensive wealth and financial planning.
- Ensure that you adhere to client mandates and compliance requirements.
- Meet with clients and review their portfolios.
- Proactively respond to clients changing needs and financial circumstances.
- Build the profile of the Wealth business and network with clients and industry experts.
- Qualified Financial Planner - Certified Financial Planner (CFP).
- Strong experience in Wealth Management and Financial planning.
- Good knowledge of Investment and Insurance products.
Main Responsibilities
Qualification and Experience
2 people have applied for this job. 1400 people have viewed this job.
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