Snr Financial Advisor (Wealth) - Cape Town

SUMMARY:
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POSITION INFO:

Snr Financial Advisor (Wealth) - Cape Town

Expanding Wealth Mgt business seeks driven and customer focused individual. Be instrumental in providing trust-worthy advice on Lifestyle / Financial planning and Investments to clients in Cape Town and surrounds. Utilise your expertise and network to generate business. Great career opportunity. Good basic and incentives.

Main Responsibilities
• Deliver the Wealth solutions to new and existing HNW clients and close deals.
• Provide holistic Investment Advice and Lifestyle / Financial planning to clients.
• Engage with clients regularly to ensure plans meet current and future needs and goals.
• Ensure clients have a full understanding of offerings including Investment advice, Fiduciary, Insurance.
• Keep up to date with changing regulatory requirements.
• Proactively review clients changing needs and financial circumstances.
• Generate business and build a strong book.
• Acquire new clients and provide comprehensive wealth planning services.
• Manage a portfolio of High-Net-Worth clients in the region.
• Manage pipeline to acquire and retain clients.
• Provide excellent service to new and existing clients.

Qualification and Experience:
• Degree. CFP an advantage.
• Proven track record in Wealth Mgt, Investments, Financial Advising / Planning.
• Well-connected in the Western Cape.

Should you be interested in this great opportunity:
• Please submit your CV online. You will be directed to our database, Ditto.
• For queries, contact Bev at SET on .
• Looking forward to hearing from you.