Experienced Wealth Planner

Gauteng
Permanent
Full-time

30 days ago

Experienced Wealth PlannerLiberty 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.Main Responsibilities

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.

Qualification and Experience

Qualified Financial Planner - Certified Financial Planner (CFP).
Strong experience in Wealth Management and Financial planning.
Good knowledge of Investment and Insurance products.

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