Description:
Experienced Wealth Planner
Liberty seeks a client-centric person, with an entrepreneurial mindset.
Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner.
Requirements:
Main Responsibilities
- Acquire new clients by building great relationships internally and externally.
- Manage pipeline and workflow to acquire and retain clients.
- Provide excellent service to new and existing clients.
- Be involved with comprehensive wealth and financial planning.
- Ensure that you adhere to client mandates and compliance requirements.
- Meet with clients and review their portfolios.
- Proactively respond to clients changing needs and financial circumstances.
- Build the profile of the Wealth business and network with clients and industry experts.
Qualification and Experience
- Qualified Financial Planner - Certified Financial Planner (CFP).
- Strong experience in Wealth Management and Financial planning.
- Good knowledge of Investment and Insurance products.
- Acquire new clients by building great relationships internally and externally.
- Manage pipeline and workflow to acquire and retain clients.
- Provide excellent service to new and existing clients.
- Be involved with comprehensive wealth and financial planning.
- Ensure that you adhere to client mandates and compliance requirements.
- Meet with clients and review their portfolios.
- Proactively respond to clients changing needs and financial circumstances.
- Build the profile of the Wealth business and network with clients and industry experts.
- Qualified Financial Planner - Certified Financial Planner (CFP).
- Strong experience in Wealth Management and Financial planning.
- Good knowledge of Investment and Insurance products.
Main Responsibilities
- Acquire new clients by building great relationships internally and externally.
- Manage pipeline and workflow to acquire and retain clients.
- Provide excellent service to new and existing clients.
- Be involved with comprehensive wealth and financial planning.
- Ensure that you adhere to client mandates and compliance requirements.
- Meet with clients and review their portfolios.
- Proactively respond to clients changing needs and financial circumstances.
- Build the profile of the Wealth business and network with clients and industry experts.
Qualification and Experience
- Qualified Financial Planner - Certified Financial Planner (CFP).
- Strong experience in Wealth Management and Financial planning.
- Good knowledge of Investment and Insurance products.
11 Feb 2025;
from:
careers24.com