Senior Financial Consultant

4 weeks ago


Cape Town, Western Cape, South Africa Set Consulting Full time
Snr Financial Advisor - Cape Town

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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