Wealth Planner: Grow Your Client Base & Impact

Liberty Standard Bank Group; Pretoria; On-site; ZAR 250 000 - 500 000; Full time

Job summary

A leading financial services company seeks passionate professionals to build a career in finance in Pretoria. You will manage client relationships, secure business and provide tailored financial advice. The ideal candidate has strong sales skills and a background in client engagement. A Matric qualification is essential, with tertiary education as an advantage. The role offers unlimited growth potential and the chance to make a real impact in clients' lives.

Qualifications

• Proven track record in sales or strong client engagement.
• Previous full-time working experience is required.
• Clear credit and criminal record is essential.

Responsibilities

• Source, develop and cultivate client base through networking.
• Secure new business from retained clients and referrals.
• Provide financial planning advice and solutions.

Skills

Sales skills

Networking

Client engagement

Financial planning

Education

Matric

Tertiary qualification

Job description

A leading financial services company seeks passionate professionals to build a career in finance in Pretoria. You will manage client relationships, secure business and provide tailored financial advice. The ideal candidate has strong sales skills and a background in client engagement. A Matric qualification is essential, with tertiary education as an advantage. The role offers unlimited growth potential and the chance to make a real impact in clients' lives.