- Gauteng
- Salary: Market Related
- Commission: Yes
- Job Type: Permanent
- Sectors: Accounting Insurance Sales
- Benefits: Medical Aid Pension Bonus Training
- Reference: 2150907
Vacancy Details
Employer: Liberty Standard Bank Group 2
We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Planner in the insurance industry. As a Wealth Planner, you will be responsible for providing comprehensive financial planning services to high-net-worth clients, helping them grow and protect their wealth. This is an exciting opportunity for someone who is passionate about wealth management and has a strong desire to make a positive impact on people's lives.
Responsibilities
- Conduct thorough financial assessments to understand clients' goals, objectives, and risk tolerance
- Develop personalized financial plans that align with clients' needs and objectives
- Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
- Monitor clients' investments and make necessary adjustments to ensure optimal performance
- Regularly meet with clients to review their financial progress and update their financial plans
- Stay up-to-date with the latest market trends, financial products, and regulations
- Collaborate with insurance underwriters, legal advisors, and other professionals to provide comprehensive solutions to clients
- Build and maintain strong relationships with clients, earning their trust and loyalty
- Conduct regular seminars and workshops to educate clients on financial planning and investment strategies
- Participate in networking activities to cultivate new client relationships and expand the business
Candidate Requirements
Bachelor's degree in finance, economics, or a related field
Minimum of 2 years of experience in wealth management or financial planning
RE 5 and Class of Business in (Long-Term, Investments & Pensions)
Proven track record of successfully managing high-net-worth clients' portfolios
Strong knowledge of investment products, insurance policies, and financial planning strategies
Excellent analytical and problem-solving skills
Exceptional communication and interpersonal skills
Ability to build and maintain strong client relationships
Detail-oriented and able to manage multiple tasks simultaneously
Strong ethical standards and a commitment to client confidentiality
Own Vehicle + Valid Driver’s License
Own Laptop
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About Liberty Standard Bank Group 2
At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.
Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.
Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.
Why we are in business:
To pioneer new ways and guide people towards financial freedom.
Our purpose:
To make a difference in people’s lives.
Our impact:
What we do changes people’s realities.
Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.
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