Where

Wealth Planner (Sales & Advice)

Liberty Standard Bank Group
Cape Town Full-day Full-time

Description:

Do you have excellent people skills an entrepreneurial spirit, professionalism and sales background? Apply today!

The purpose of this role is to help your clients plan their finances, project the results of their savings and investments, and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, and help them make decisions towards achieving their financial goals as efficiently as possible.

Aid private clients and businesses in mapping out their financial strategies, and empower clients to achieve growth through sound financial planning.

Requirements:

Requirements for this role:

Minimum Qualifications :

Matric (essential)

Desired Qualifications: Commercial/Business Degree or Diploma

Other essential Requirements :

Clear Credit record is essential
Clear Criminal Record is required
🚗 Non-negotiable requirement : You must have your own car and a valid driver’s license to be eligible for this role

Personality Traits & Skills required for this role :

Prospecting and Networking skills

Academic ability

Proven Sales Ability

Ability to work independently but as part of a bigger team

Professional Fluency in spoken and written English

11 Jul 2025;   from: careers24.com

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