eThekwini: Wealth Planner (Sales & Advice) posted by Liberty Standard Bank Group

Are you ambitious, driven, and done settling for average? This isnt a typical rolewere looking for entrepreneurial, self-led individuals who know how to build strong networks and want their results to speak for themselves. If youre serious about success and ready to take ownership of your future, youll fit right in . This role is a launchpad for a long-term, professional career in a high-performance corporate environment. Youll receive full training, one-on-one mentorship, and the opportunity to work towards a sought-after post-graduate qualification all while building your own client base and brand. Excellent opportunities for advancement and growth within a large financial group. Duties & Responsibilities: Network and prospect to secure new clients Help clients understand their financial goals and create clear, actionable plans to reach them Project future outcomes based on their savings and investments Safeguard your clients by ensuring they are covered for any financial risks that may arise. Recommend adjustments and do regular reviews Support retirement planning and long-term financial security Guide both individuals and businesses in making smart, informed financial decisions You’ll also: Work closely with business clients to shape financial strategies that support sustainable growth Be part of a respected team with ongoing support and training Build a career that offers real purpose, personal development, and long-term earning potential Requirements: Minimum Qualifications: Matric (essential) Tertiary qualification is highly preferred Non-negotiable Requirements: Clear Credit record Clear Criminal Record Own Transport and Drivers License essential Previous working experience in a sales or client facing environment is required Personality Traits & Skills required for this role: Prospecting and Networking skills Academic ability Proven Sales Ability or Entrepreneurship Ability to work independently but as part of a bigger team Other requirements: Fluency in spoken and written English (fluency in additional SA langauges is beneficial) Strong Computer / Technological literacy Interested? This is not for everyone. If youre comfortable with average, this isnt your role. Were looking for driven, highly ambitious individuals who take ownership, build powerful networks, and are relentless in their pursuit of success. If you want control over your professional futureand the rewards that come with ityou are the sort of candidate we would like to meet.