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Wealth Management Consultant

3 weeks ago

East Rand, South Africa Liberty Standard Bank Group Full time

At Liberty Standard Bank Group, we are dedicated to excellence in wealth management. Our team of experts is expanding, and we are seeking a Wealth Management Consultant to join us.

About the Role:

  • Source and meet potential clients to build a network of loyal customers.
  • Analyse financial information to determine strategies and recommend solutions that help clients achieve their personal financial goals.
  • Complete financial needs analysis on clients and develop ongoing service plans to ensure their portfolios are regularly monitored and modified as needed.
  • Provide independent, expert financial advice and guidance on retirement planning, estate planning, and tax planning.
  • Identify opportunities for investment across a range of regulated products and stay up-to-date with market trends to ensure effective plans.

Requirements:

  • Tertiary qualifications in finance or a related field will be highly desirable.
  • Relevant experience in finance, financial planning, or wealth management is essential.
  • Excellent interpersonal skills and the ability to work independently are critical.
  • Exceptional sales and business acumen, along with tenacity and effective time management skills.
  • Computer literacy and the ability to utilise established support tools and services.