Senior Financial Portfolio Manager

4 weeks ago


Krugersdorp, Gauteng, South Africa Liberty Standard Bank Group 2 Full time
Financial Advisor Opportunity

Liberty Standard Bank Group 2, a leading pan-African financial services company, is seeking a dynamic and entrepreneurial-minded Senior Financial Portfolio Manager for their Randburg offices.

About Us

Founded in 1957, Liberty has grown from being a South African life insurer to a pan-African financial services company, offering asset management, investment, insurance, and health products to 3.2 million people across Africa.


About the Role

The Senior Financial Portfolio Manager will be responsible for taking care of clients' financial portfolios. They will also be responsible for making clients aware of various Liberty products. To be successful, you will require the following:

  • A valid driver's license and own reliable vehicle (compulsory)
  • A unique network in which they can attract and source private client business
  • Experience and track record in high-performance sales environments
  • Recognized tertiary qualifications, alternatively, will complete a recognized qualification within 1 year of appointment
  • PGDip Financial Planning/CFP will be considered advantageous but not a requirement for the role

You will need strong sales, interpersonal, and business development skills and acumen. Ability to grow an investment client book within the first 12 months and consistently thereafter. You must be a team player with the ability to function independently as well as be able to grow to manage a small team.


Why Join Us?

Even if you do not have industry experience, our comprehensive training program and on-going mentoring will provide you with the knowledge and skills to be successful. If building your own professional and profitable business practice appeals to you, then this opportunity will be ideal.


Salary

The estimated salary for this position is R800,000 - R1,200,000 per annum, depending on experience.



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