Strategic Portfolio Manager
11 hours ago
We are seeking a highly motivated and experienced Wealth Manager to join our team at Liberty Standard Bank Group.
As a Strategic Portfolio Manager, you will be responsible for managing and acquiring a portfolio of High Net Worth clients. Your primary goal will be to provide exceptional service to these clients, ensuring their financial planning needs are met while adhering to compliance requirements.
Main Responsibilities:
- Acquire new clients by building strong relationships with internal and external stakeholders.
- Manage the client pipeline and workflow to ensure efficient acquisition and retention of clients.
- Collaborate with clients to develop comprehensive wealth and financial plans that meet their unique needs.
- Ensure seamless execution of client mandates while maintaining up-to-date knowledge of industry trends and regulatory changes.
Requirements and Qualifications:
- Qualified Financial Planner - Certified Financial Planner (CFP) designation is required.
- Proven experience in Wealth Management and Financial Planning, preferably in a leadership or management role.
- Strong knowledge of investment and insurance products, as well as industry best practices.
Benefits:
- Competitive salary range: $120,000 - $180,000 per annum, depending on experience.
- Ongoing professional development opportunities to enhance your skills and expertise.
- A dynamic and supportive work environment that fosters collaboration and innovation.
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