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Wealth Adviser Package is discussed at interview stage - South Africa

Liberty Group Ltd

We are seeking dedicated and experienced individuals to join our dynamic teams around Gauteng to provide personalized financial solutions to high-net-worth individuals and families, helping them achieve their long-term financial goals. And collaborate with a team of professionals to deliver comprehensive wealth management services, including investment management, estate planning, tax strategies, and risk management. Develop customized financial strategies to meet clients' long-term goals and objectives Provide holistic wealth management advice, including investment management, retirement planning, and tax-efficient strategies Conduct thorough financial analyses to identify risks and create personalized investment portfolios Collaborate with a team of professionals to coordinate estate planning and insurance solutions Monitor and adjust investment portfolios based on market conditions and clients' changing circumstances Build and maintain strong relationships with clients through regular communication and reviews Stay up-to-date with industry trends and regulations to ensure compliance and provide the highest level of service to clients Minimum Requirements: National Senior Certificate (Grade 12). Minimum of 2 years Sales experience. A reliable laptop. Valid driver's license. Clear criminal and credit record Excellent communication skills & networking skills. Desired Requirements: Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage. FAIS compliant. Liberty provides performance-based packages, incentives, bonuses, plus group benefits: Provident Fund. Medical Aid. Group Life Cover. Professional Indemnity. Income Protection. Dreaded Disease Cover. Apply Now

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