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Senior Financial Advisor

3 months ago

Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

Senior Financial Advisor, W Cape
Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients.

***
Main Responsibilities

  • Generate business and build a strong book of clients.
  • Manage a portfolio of High-NetWorth clients in the Western Cape (Winelands and surrounds).
  • Acquire new clients through internal and external networks.
  • Provide sound advise on Investments, Wealth and Estate planning.
  • Manage pipeline to acquire and retain clients.
  • Service new and existing clients.
  • Provide comprehensive wealth planning to clients.
  • Strong focus on Investments, Estate planning, Fiduciary and risk products, etc.
  • Conduct regular meetings with key clients.
  • Proactively review clients changing needs and financial circumstances.
  • Provide excellent Customer Relationship Mgt.
  • Provide sound business practices e.g. segmentation, servicing, etc.
  • Build relationships across other divisions.
  • Key role to build the profile of Wealth team in the branch.

Qualifications and Experience:

  • CFP an advantage.
  • 7 to 10 years experience in Investments / Wealth / Financial Planning.
  • Well connected in Western Cape.

Should you be interested in this exciting opportunity:

  • Please submit your CV online.
  • For any queries, please contact Bev at SET on
  • No WhatsApp CVs can be accepted.
  • Looking forward to hearing from you.