Senior Financial Advisor
4 weeks ago
Job Title: Senior Financial Advisor - Wealth Management
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SET Recruitment Consultants. As a Senior Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients in KwaZulu-Natal.
Main Responsibilities:
- Develop and implement comprehensive financial plans for high-net-worth clients.
- Provide expert advice on investments, life insurance, and wealth management.
- Build and maintain a strong network of clients and partners in the region.
- Manage a portfolio of clients and provide ongoing support and guidance.
- Stay up-to-date with industry trends and developments to ensure the highest level of service to clients.
Requirements:
- CFP qualification or equivalent experience.
- Proven track record in financial planning and wealth management.
- Strong network and connections in KwaZulu-Natal.
If you are a motivated and experienced financial professional looking for a new challenge, please submit your CV online or contact Bev at SET Recruitment Consultants for more information.
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