Wealth Management Professional
6 days ago
**Job Overview:**
As a Wealth Management Professional at Liberty, you will play a key role in understanding clients' financial needs and determining their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
You will answer clients' questions, address their concerns, and provide advice on insurance coverage, investment planning, cash management, and other areas to help them reach their financial goals.
Regularly reviewing clients' bank accounts and analyzing their financial data is essential to understand if life or economic changes are necessary to achieve their financial objectives.
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Johannesburg, Gauteng, South Africa VP Wealth Management & Advisory Full timeJob DescriptionBuild and maintain strong client relationships, understanding their unique financial needs and goals.Provide expert financial advice and recommend suitable products and services.Develop and implement financial plans customized to each client's circumstances.Proactively generate new business through networking, referrals, and sales...
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