Job Description

Financial / Wealth Advisor – Liberty Standard Bank Group

Liberty Standard Bank Group is seeking experienced and motivated Financial and Wealth Advisors to join its growing team in Windhoek, Namibia. This exciting opportunity is ideal for professionals searching for financial advisor jobs, wealth management careers, insurance sales opportunities, investment consultant positions, retirement planning roles, and financial services vacancies in Southern Africa.

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Job Overview

• Position: Financial / Wealth Advisor
• Company: Liberty Standard Bank Group
• Location: Windhoek, Namibia
• Employment Type: Full-Time
• Industry: Financial Services / Wealth Management / Insurance

About the Company

Liberty Standard Bank Group is a recognized leader in the financial services industry with a strong reputation for helping individuals and businesses achieve financial security and long-term wealth growth. The organization offers innovative financial products, professional advisory services, and comprehensive financial planning solutions.

Job Summary

The Financial / Wealth Advisor will be responsible for building and maintaining client relationships while delivering professional financial advice tailored to individual financial goals. The successful candidate will assist clients with investments, retirement planning, insurance solutions, wealth management strategies, and long-term financial planning.

This role is ideal for professionals passionate about sales, financial consulting, client relationship management, business development, and investment advisory services.

Key Duties and Responsibilities

Client Acquisition & Business Development

• Prospect and close new business opportunities
• Build professional networks to attract new clients
• Conduct regular client meetings and consultations
• Develop long-term business relationships
• Expand the company’s client portfolio

Financial Planning & Advisory

• Conduct daily Financial Needs Analysis
• Develop customized financial planning recommendations
• Advise clients on investments, insurance, savings, and retirement
• Provide holistic wealth management solutions
• Analyze financial information and recommend suitable strategies

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Client Relationship Management

• Maintain relationships with existing clients
• Provide continuous support through different life stages
• Ensure quality service delivery and client satisfaction
• Stay connected with clients through regular communication
• Deliver professional and ethical financial advice

Reporting & Compliance

• Maintain accurate client records and documentation
• Adhere to financial industry regulations and compliance standards
• Ensure proper implementation of financial advisory processes
• Maintain professionalism and confidentiality

Educational Qualifications

Applicants should possess:

• Matric Certificate or equivalent qualification
• Certified Financial Planner (CFP) qualification or equivalent
• NQF Level 6 qualification with 120 credits

Mandatory Certifications

• Successfully completed Regulatory Exam RE5
• Successfully completed Class of Business examination
• Registered with the Financial Sector Conduct Authority as a full representative

Experience Requirements

Required Experience

• Minimum of 2 years’ experience in:
  • Financial advisory services
  • Wealth management
  • Insurance consulting
  • Investment planning
  • Client relationship management

Preferred Experience

• Financial sales and business development
• Retirement planning and investment analysis
• Insurance and risk management
• Banking or financial services environment

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Required Skills and Competencies

• Excellent communication and presentation skills
• Strong negotiation and closing abilities
• Entrepreneurial and business development mindset
• Client relationship management expertise
• Financial analysis and planning skills
• Ability to work independently
• Time management and organizational skills
• Computer literacy and digital communication skills
• Professionalism and ethical conduct
• Networking and interpersonal abilities

Salary and Benefits

Liberty Standard Bank Group offers an attractive compensation structure which may include:

• Competitive commission-based earnings
• Performance incentives and bonuses
• Professional development opportunities
• Career advancement within financial services
• Mentorship and business coaching
• Flexible income growth potential
• Recognition and rewards programs
• Long-term wealth-building career opportunities

Training & Professional Development

Successful candidates may receive:

• Advanced financial planning training
• Wealth management workshops
• Investment advisory coaching
• Sales and negotiation development
• Compliance and regulatory training
• Client relationship management support
• Leadership and entrepreneurial mentorship

Why Join Liberty Standard Bank Group?

This role provides professionals with the opportunity to:

• Build a successful career in wealth management
• Develop long-term client relationships
• Earn uncapped income through performance
• Gain industry-recognized experience
• Access continuous professional training
• Work with a respected financial services brand

Application Process

Interested candidates should prepare:

• Updated CV or Resume
• Certified academic qualifications
• Regulatory and CFP certifications
• Proof of FSCA registration
• Identification documents
• Professional references

Shortlisted applicants may undergo:

• Financial advisory assessments
• Compliance and regulatory verification
• Sales and presentation evaluations
• Client engagement interviews

Equal Opportunity Statement

Liberty Standard Bank Group values professionalism, diversity, integrity, and client-focused financial solutions. Qualified candidates with strong financial advisory experience and passion for helping clients achieve financial security are encouraged to apply.