Senior Financial Consultant
2 days ago
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.
- 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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Financial Services Consultant
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Financial Services Consultant
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Durban, KwaZulu-Natal, South Africa Cappop Media Solutions Full time{"Job Title": "Senior Financial Manager", "Job Summary": "We are seeking a highly experienced and detail-oriented Senior Financial Manager to join our finance team in the print industry. The ideal candidate should have a strong background in accounting, excellent analytical and problem-solving skills, and the ability to effectively communicate financial...
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