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Senior Financial Advisor

1 month ago

Cape Town, Western Cape, South Africa Investec Full time
About the Role

As a Senior Financial Advisor at Investec, you will be responsible for providing expert financial advice to high net worth clients, leveraging your in-depth knowledge of long-term insurance business and markets.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
  • Utilize your expertise in financial planning processes to ensure seamless execution of plans, ensuring optimal outcomes for clients.
  • Broaden your professional network through regular interactions with Private Bankers, fostering strong relationships that drive referrals and new business opportunities.
Requirements
  • Certified Financial Planner (CFP) qualification or equivalent, with a focus on financial services industry.
  • At least three to five years of experience in financial advice or legal advice positions, preferably within a similar environment.
  • Excellent communication and interpersonal skills, enabling effective collaboration with clients and internal stakeholders.
  • A strong understanding of relevant income tax and estate duty legislation, as well as an ability to stay up-to-date with changing regulations.
What We Offer
  • An estimated annual salary range of $120,000 - $180,000, commensurate with experience.
  • The opportunity to work in a dynamic, fast-paced environment with a forward-thinking organization.
  • Ongoing training and development opportunities to enhance your skills and expertise.