Professional Wealth Strategist

7 days ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

Job Overview:

At Liberty Standard Bank Group, we are seeking a skilled Financial Planner to join our dynamic team in Cape Town. As a key member of our financial services team, you will play a crucial role in helping clients achieve their financial goals.

About the Role:

The primary objective of this position is to provide expert guidance and advice to clients on various financial matters. This includes analyzing investment and financial data, developing personalized plans, and implementing solutions to meet their needs.

Responsibilities:

  • Analyze client financial situations to identify areas for improvement and develop strategies to achieve their objectives
  • Develop and implement comprehensive financial plans, taking into account various factors such as risk management, tax optimization, and estate planning
  • Communicate complex financial information to clients in a clear and concise manner
  • Maintain accurate records of client interactions and financial plans

Requirements:

  • Tertiary education in a relevant field (e.g., finance, accounting, economics)
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • A valid driver's license and reliable transportation

What We Offer:

  • A competitive monthly startup stipend of R10,000.00 for new entrants to the industry
  • An uncapped 70% commission structure, providing opportunities for significant earnings potential
  • Full company benefits, including medical aid, incentives, and world-class training

About Us:

Liberty Standard Bank Group is a leading financial services provider dedicated to delivering innovative solutions to our clients. We strive to create a collaborative work environment that fosters growth, learning, and success.



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