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Wealth Planner (Sales & Advice)

  • Johannesburg
  • Salary: Market Related
  • Bonus: Yes
  • Commission: Yes
  • Job Type: Permanent
  • Sectors: Banking Marketing Sales
  • Benefits: Medical Aid Pension Training Group Life cover and more
  • Reference: FPJhb0626

Apply before Aug 10 2026 | 62 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

    We seek driven, motivated individuals with strong people skills, a growth mindset, and the ambition to succeed. Our elite programme equips you with the training, mentorship, and support to thrive.

    Are you a driven sales professional with a passion for achieving results? Take the next step in your career and join a corporate environment where your ambition, performance, and potential are recognised and rewarded.

    Key Activities: 

    • Networking and prospecting to establish and maintain long-term client relationships (generate new business via various methods of prospecting and referrals)
    • Attend meetings with clients, both in-person and virtual
    • Conduct detailed financial needs analysis and provide professional advice
    • Create and protect the financial security and wealth of others
    • Assist clients in achieving their financial goals and maintain and grow client portfolios
    • Assist with queries and complaints
    • Do regular client reviews
    • Remain accredited and up to date with relevant market and industry related subjects

Required Skills

  • Sales: 2 to 3 years

Candidate Requirements

    • Tertiary qualification is preferred (Matric essential)
    • Previous experience in an external sales environment is a very strong advantage.
    • At least three years full time working experience
    • Ability to network, prospect, negotiate and build relationships
    • Ability to work independently but as part of a larger team
    • Clear credit and criminal record
    • Vehicle and driver's license (non-negotiable)
    • Own reliable laptop
    • Career driven person with determination and excellent interpersonal skills.

Apply

3 people have applied for this job. 37 people have viewed this job.

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© Careers24. All rights reserved.

About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

Company

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