Senior Financial Consultant
4 weeks ago
Set Consulting is seeking a driven and experienced Financial Services professional to join our team in Cape Town. As a pivotal role, you will be responsible for acquiring new clients and managing a Wealth portfolio in the Western Cape.
Main Responsibilities:
- Develop and execute a business strategy to generate new business and build a strong book of clients.
- Provide expert advice to clients on Investments, Life Insurance, Risk solutions, and Fiduciary services.
- Manage a pipeline of clients, acquiring and retaining them through exceptional service and wealth planning expertise.
- Deliver comprehensive wealth planning services to High-Net-Worth clients in the Western Cape.
- Proactively review clients' changing needs and financial circumstances to provide tailored solutions.
- Contribute to building the profile of Set Consulting's Wealth business in the region.
Qualifications and Experience:
- Degree in a relevant field, with CFP certification an advantage.
- Proven track record in Financial Advising, Investments, and Wealth Management.
- Strong connections and networks in the Western Cape.
Interested candidates should submit their CV online for consideration.
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