Unique Personnel Wealth Planner Jobs in South Africa
Unique Personnel Wealth Planner Jobs in South Africa
Job DescriptionEnjoy the significant rewards that a successful career in wealth management can bring – financial rewards that are in direct relation to the work and effort you put in to your business.
If you are a driven individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all the qualities required to represent Liberty.
Full training and support provided to qualify the right candidate as a Finance and Investment professional.
Duties & Responsibilities
Build your own practice by Providing holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationships
Key Activities
Source, develop and nurture your own client base by networking and prospecting
Source new business from retained clients and by means of referrals
Meet clients in person to provide them with financial planning advice and solutions
Sales as an outcome of needs analysis conducted and advice provided
Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc.
Make a written recommendation based on a clients’ responses to the risk profile questionnaire and subsequent discussions
Provide the client with information on the performance of the various investment portfolios available
Educate
the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
Educate Business clients with regard to corporate benefit portfolio
Provide on-going financial planning advice to “retained” clients
Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
Manage and strengthen relationships
Resolve client concerns, queries and/or complaints
Desired Experience & Qualification
Requirements
Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing or Business Management are a strong advantage)
Proven track record in sales is an advantage
Own vehicle and valid driver’s license is a non-negotiable requirement
Ability to work independently
Able to network, prospect and build relationships
Clear credit and criminal record
Career driven person with strong entrepreneurial drive
You will be provided with
Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand
Opportunity to further your studies
Supportive environment to allow you to focus on providing excellent customer service and growing your client base
Above average commission income and perks
Full training and mentorship
Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.
Continuous and on-going In-house training and development
Recognition - monthly and annual incentives and rewards
Opportunities for advancement and growth
How to Apply
For more information and job application details, see; Unique Personnel Wealth Planner Jobs in South Africa
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