Senior Financial Advisor - W Cape

Recruiter:

Set Consulting

Job Ref:

1859121009

Date posted:

Thursday, November 16, 2023

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Senior Financial Advisor, W Cape

Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients.

Main Responsibilities

Generate business and build a strong book of clients.
Manage a portfolio of High-Net-Worth clients in the Western Cape (Winelands and surrounds).
Acquire new clients through internal and external networks.
Provide sound advise on Investments, Wealth and Estate planning.
Manage pipeline to acquire and retain clients.
Service new and existing clients.
Provide comprehensive wealth planning to clients.
Strong focus on Investments, Estate planning, Fiduciary and risk products, etc.
Conduct regular meetings with key clients.
Proactively review clients changing needs and financial circumstances.
Provide excellent Customer Relationship Mgt.
Provide sound business practices e.g. segmentation, servicing, etc.
Build relationships across other divisions.
Key role to build the profile of Wealth team in the branch.

Qualifications and Experience:

CFP an advantage.
7 to 10 years experience in Investments / Wealth / Financial Planning.
Well connected in Western Cape.

Should you be interested in this exciting opportunity:

Please submit your CV online.
For any queries, please contact Bev at SET on .
No WhatsApp CVs can be accepted.
Looking forward to hearing from you.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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