Senior Financial Advisor
7 months ago
**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-Net-Worth 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 082 495 8595.
- No WhatsApp CVs can be accepted.
- Looking forward to hearing from you.
-
Financial Advisor Sales Western Cape
4 months ago
Cape Town, South Africa Innovative Financial Advisor Services Full time**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...
-
Financial Advisor
4 hours ago
Cape Town, South Africa Infinitum Financial Solutions Full time**LOOKING FOR QUALIFIED FINANCIAL ADVISORS** We want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. We are hiring qualified financial advisors. Great value propositions. Training allowance of R50,000. Commission only. Minimum requirements: - NQF5 in financial planning - RE5 - minimum 2 years financial planning...
-
Financial Advisor
1 week ago
Cape Town, South Africa Financial Wealth Holdings Full timeWe require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have...
-
Senior Financial Advisor
2 weeks ago
Cape Town, South Africa The Vocation Station Full timeSenior Financial Advisor Our client an Old Mutual Franchise offering a full spectrum of financial planning services is seeking an experienced financial advisor looking to make a change. This opportunity will appeal to an entrepreneurial individual looking to join a dynamic environment which offers the opportunity for growth whilst offering strong admin and...
-
Senior Financial Advisor
4 hours ago
Cape Town, South Africa The Vocation Station Full timeSenior Financial Advisor Our client an Old Mutual Franchise offering a full spectrum of financial planning services is seeking an experienced financial advisor looking to make a change. This opportunity will appeal to an entrepreneurial individual looking to join a dynamic environment which offers the opportunity for growth whilst offering strong admin and...
-
Financial Advisor
7 months ago
Cape Town, South Africa Metafin Financial Services Full time**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...
-
Financial Advisor
4 months ago
Cape Town, South Africa Cross Wealth Financial Services Full timeCross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...
-
Financial Advisor
7 months ago
Cape Town, South Africa Financial Wealth Capital Full time**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...
-
Outbound Sales
20 hours ago
Cape Town, South Africa Online Financial Advisor Full timeHow would you like to work for one of the fastest growing brokerage in Pietermaritzburg as an Online Financial Advisor? We offer a vibrant, fast-paced work environment packed with people with vision and energy. We provide on going training and support. **Requirements**: - 1 year Outbound Sales experience - Multilingual (Advantageous) - Positive Attitude -...
-
Financial Advisors and Key Individual
2 weeks ago
Cape Town, South Africa IWI FINANCIAL SERVICES Full timeCape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...
-
Junior Financial Advisor
2 days ago
Cape Town, South Africa Structured wealth solutions Full timeJunior Financial Advisor : We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will work closely with senior advisors, provide support to clients as well as...
-
Financial Advisors and Key Individual
2 weeks ago
Cape Town, South Africa IWI FINANCIAL SERVICES Full timeCape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...
-
Financial Advisor
3 months ago
Cape Town, South Africa ABA Financial Services PTY(LTY) Full time**looking for proactive and enthusiastic financial advisors with a passion for guiding clients towards their goals.** **Individual must be willing to work on the road as sales will be made in different locations.** **Key Responsibilities**: - Offer personalized advice and recommendations based on clients' financial or business needs. - Build and maintain...
-
Junior Financial Advisor
2 days ago
Cape Town, South Africa Structured wealth solutions Full timeJunior Financial Advisor : We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will work closely with senior advisors, provide support to clients as well as...
-
Senior Financial Advisor
20 hours ago
Cape Town, South Africa The Vocation Station Full timeWe are seeking experienced Financial Advisors to join one of Africa's leading insurance companies. If you are self-motivated and have an entrepreneurial spirit this is an opportunity for the next step in your career as a Financial Advisor. Role overview: Providing holistic financial planning and advice to assist clients in achieving their financial...
-
Financial Advisor
7 months ago
Cape Town, South Africa Financial Wealth Capital Full timeThe successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...
-
Senior Sales Advisor
1 week ago
Cape Town, South Africa Financial Wealth Holdings Full timeWe are seeking seasoned Senior Sales Advisors to become part of our dynamic, goal-oriented team. **Requirements**: - 2+ years of Outbound call centre sales experience - Ability to thrive in high-pressure work environments - Strong analytical and telephonic communication skills - Expertise in building and maintaining customer relationships - Collections and...
-
Senior Financial Advisor
1 week ago
Cape Town, South Africa The Vocation Station Full timeOne of Africa's leading insurance companies is seeking self-motivated Financial Advisors with an entrepreneurial spirit who wish to build on their experience in a an environment which promotes career growth. Role overview: Providing holistic financial planning and advice to assist clients in achieving their financial goals. The value proposition...
-
Financial Advisors Career Opportunity
3 weeks ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeAt Financial Advisors HR, we are seeking a skilled Insurance Broker to join our team in various locations across South Africa. This is an excellent opportunity for individuals looking to advance their careers in the financial services industry.Overview:We are a leading financial services company committed to providing top-notch wealth management and...
-
Financial Advisor
1 week ago
Cape Town, South Africa The Vocation Station Full time**Financial Advisor** Our client who offers a full spectrum of financial planning services to clients seeks an experienced financial advisor looking to make a change. This opportunity will appeal to an entrepreneurial individual looking to join a dynamic environment which offers the opportunity for growth whilst offering strong admin and servicing support...