Wealth Management Specialist

Job SummaryThis role involves building and maintaining professional business relationships across a portfolio of private wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the bank's regulatory and compliance frameworks.Key ResponsibilitiesAccountability: To build customer relationships in preferred...

Job DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...

As a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...

About the RoleWe are seeking a highly skilled and motivated Wealth Management Consultant to join our team at FirstRand Bank Limited.Job DescriptionAs a Wealth Management Consultant, you will be responsible for proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment. Your goal will be...

Overview">We at Liberty Standard Bank Group are seeking an experienced and results-driven Wealth Management Consultant to join our expanding wealth management salesforce. Our team is dedicated to providing exceptional service to clients, helping them achieve their financial goals.">Salary">The successful candidate will be rewarded with a highly lucrative...

Job Title: Key Financial Solutions SpecialistWe are seeking a highly skilled Financial Sales Consultant to join our team at IWCP : Insurance & Wealth Creation Professionals. This is a fantastic opportunity for individuals looking to expand their network and manage high-value clients.Schedule and lead client consultations, conducting in-depth financial needs...

Job Summary: As a highly skilled Financial Advisory Specialist, you will provide proactive, on-demand financial services and expert advice to clients within a specific and qualified client market, assisting them in structuring their wealth and ensuring a secure financial future for themselves and their families.">Company Overview: At EQ-FIN, an affiliate of...

We are seeking talented individuals to join our team of Wealth Management Professionals at EQ-FIN, an affiliate of Liberty Group. With a strong focus on excellence and quality, we aim to secure the future dreams and aspirations of our clients, while celebrating their successes.Company OverviewAt EQ-FIN, we believe in evolving through excellence, connecting...

At Liberty Standard Bank Group, we are seeking a highly motivated and results-driven Wealth Management Advisor to join our rapidly expanding wealth management salesforce.Job OverviewWe offer an exciting opportunity for individuals who want to build a career in the wealth management environment. As a Wealth Management Advisor, you will be responsible for...

Company OverviewWe are Liberty Standard Bank Group, a leading financial services company. Our mission is to provide exceptional wealth creation opportunities for our clients and associates.Job DescriptionWe seek a seasoned Sales Executive to join our dynamic team as a Senior Wealth Development Manager. This role involves developing and executing strategies...

Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our Wealth Advisory team. As a key member of our team, you will be responsible for managing a portfolio of Private Wealth Clients and working closely with our Private Bankers to provide analysis, research, and sales and service fulfillment.The ideal candidate will have a strong...

We are seeking a highly motivated and results-driven Wealth Management Expert to join our team at Liberty Standard Bank Group. As an Insurance Sales Representative, you will have the opportunity to build a lucrative career in wealth management, providing expert financial advice and solutions to clients.OverviewAbout Liberty Standard Bank GroupWe are a...

At EQ-FIN, we are on an ongoing quest for excellence in providing quality financial solutions that secure wealth and promote financial freedom. Our team of experienced specialists is dedicated to helping individuals achieve their financial goals and ensure a secure future for themselves and their families.Key Responsibilities:Build strong client...

At Envestpro, we're dedicated to empowering entrepreneurs like you to achieve financial greatness. As a Professional Wealth Strategist, you'll have the opportunity to craft tailored financial strategies that empower individuals to navigate the complexities of financial planning with confidence and clarity.Key Responsibilities:Crafting comprehensive financial...

We are seeking a skilled and experienced Private Wealth Advisor/Banker to join our team in Mauritius.As a Private Wealth Advisor/Banker, you will be responsible for driving business development for our products in your designated region or target market, building and maintaining relationships with high net worth individuals and institutional investors, and...

Job Title: High-Performing Sales Manager for Life and WealthWe are seeking a seasoned Sales Manager to lead our team of sales professionals in Gauteng. This is an exciting opportunity for a results-driven individual to take charge of driving sales growth and ensuring exceptional customer satisfaction.About the Role:This is a leadership position that requires...

Company OverviewLiberty Standard Bank Group is a leading financial services company that offers a unique opportunity for exceptional individuals to advance their careers.Salary and BenefitsThe estimated salary for this role is R250,000 - R400,000 per annum, depending on experience. In addition to a competitive salary, Liberty offers a structured training...

We are seeking an experienced sales professional to join our team as a Wealth Sales Advisor at Liberty Standard Bank Group.About Us:Liberty is a leading financial services company that offers a range of products and services. Our company is committed to helping individuals and businesses achieve their financial goals.Job Description:The successful candidate...

We are Liberty Standard Bank Group, a leading financial services company looking to grow our team of experienced sales professionals. Our ideal candidate will have a proven track record in wealth creation and be able to build strong relationships with clients to provide them with tailored solutions.The successful candidate will receive comprehensive training...

Become a Financial Adviser and start your career in financial wealth creation with Liberty Standard Bank Group.We believe in people who have confidence in themselves and a strong desire to achieve success in their lives. Our goal is to create an environment where motivated individuals with a positive attitude can make a real difference in their own lives and...