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Ekurhuleni: Experienced Wealth Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking an experienced and client-centric Wealth Planner to join our team. As a key member of our wealth management department, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, while running your own practice within the Liberty banner. You will provide excellent service to new and existing clients, while adhering to client mandates and compliance requirements.

Key Responsibilities

  • Acquire new clients by building great relationships internally and externally.
  • Manage pipeline and workflow to acquire and retain clients.
  • Provide excellent service to new and existing clients.
  • Be involved with comprehensive wealth and financial planning.
  • Ensure that you adhere to client mandates and compliance requirements.
  • Meet with clients and review their portfolios.
  • Proactively respond to clients changing needs and financial circumstances.
  • Build the profile of the Wealth business and network with clients and industry experts.

Requirements

  • Qualified Financial Planner – Certified Financial Planner (CFP).
  • Strong experience in Wealth Management and Financial planning.
  • Good knowledge of Investment and Insurance products.

Qualifications

Salary & Benefits

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

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When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.

View Job  Johannesburg: FINANCIAL WEALTH SALES EXECUTIVE posted by Liberty Standard Bank Group


This information provides general career guidance. Actual salaries and requirements vary by employer.



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