Senior Financial Advisor

1 day ago


Durban, KwaZulu-Natal, South Africa Set Consulting Full time
Senior Financial Advisor Opportunity

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Set Consulting in Durban. As a key member of our Wealth Management division, you will play a pivotal role in acquiring new clients and managing a portfolio of High-Net-Worth individuals in KZN.

Main Responsibilities:
  • Develop and execute a business strategy to generate new business and build a strong book of clients.
  • Provide expert advice on Investments, Life Insurance, Wealth, and Fiduciary services to clients.
  • Acquire new clients and provide comprehensive wealth planning services to meet their evolving needs.
  • Manage a portfolio of clients in KZN, providing proactive and tailored solutions to their financial circumstances.
  • Develop and maintain a pipeline of new business opportunities to drive growth and retention.
  • Deliver exceptional service to new and existing clients, ensuring their needs are met and exceeded.
  • Stay up-to-date with industry trends and developments, applying this knowledge to enhance client outcomes.
Requirements:
  • Relevant degree and Certified Financial Planner (CFP) certification (an advantage).
  • Proven track record in Financial Planning, Investments, and Wealth Management.
  • Strong connections and network in KZN.

If you are a motivated and experienced professional looking for a challenging and rewarding opportunity, please submit your CV online for consideration.



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