Senior Financial Advisor
1 month ago
Forward-thinking Financial Services company seeks driven individual to acquire new clients and manage a Wealth portfolio in the Western Cape.
Main Responsibilities:
- Generate business and build a strong book of clients.
- Provide expert advice to clients on Investments, Life Insurance, Risk solutions, and Fiduciary services.
- Manage pipeline by acquiring and retaining clients.
- Provide comprehensive wealth planning services.
- Manage a portfolio of High-Net-Worth clients in the Western Cape.
- Provide exceptional service to new and existing clients.
- Proactively review clients' changing needs and financial circumstances.
- Key role to build the profile of the Wealth business in the region.
Requirements:
- Degree. CFP an advantage.
- Proven track record in Financial Advising, Investments, and Wealth Management.
- Well-connected in the Western Cape.
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