Senior Financial Consultant

2 days ago


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

Set Consulting is seeking a driven individual to fill a pivotal role in acquiring new clients and managing a portfolio in KZN. The successful candidate will utilize their expertise and network to build a book of Wealth clients, providing sound advice on Financial Planning and Investments.

Main Responsibilities
  • Develop business and establish a strong client base.
  • Offer expert advice on Investments, Life Insurance, Wealth, and Fiduciary services.
  • Acquire new clients and provide comprehensive wealth planning services.
  • Manage a portfolio of High-Net-Worth clients in KZN.
  • Manage the pipeline to acquire and retain clients.
  • Deliver exceptional service to new and existing clients.
  • Proactively review clients' changing needs and financial circumstances.
  • Play a key role in building the profile of the Wealth business in the region.
Qualifications and Experience:
  • Degree; CFP an advantage.
  • Proven track record in Financial Planning, Investments, Wealth Management, etc.
  • Well-connected in KZN.

If you are interested in this exciting opportunity, please submit your CV online.



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