Experienced Wealth Planner

Liberty

  • Pretoria, Gauteng
  • Permanent
  • Full-time
  • 29 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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