| Date | 2024-10-19 |
|---|---|
| Job Title | Snr Financial Advisor – Cape Town |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Cape Town Region / Cape Town City Centre |
Job Summary
Snr Financial Advisor – Cape Town Forward-looking Financial Services business seeks driven indiv. Pivotal role to acquire new clients and manage a Wealth portfolio in the W Cape. Build a strong book of HNW clients by utilising your Financial Planning and Investments expertise and networks. Main Responsibilities Generate business and build a strong book of clients. Provide solid advice to clients on Investments, Life Insurance, Risk solutions, Fiduciary. 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 outstanding 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. Qualification and Experience: Degree. CFP an advantage. Proven track record in Financial Advising, Investments, Wealth Mgt. Well-connected in the W Cape. Should you be interested in this exciting opportunity: Please submit your CV online.
Snr Financial Advisor – Cape Town position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-10-19 in the Accounting Finance category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Johannesburg: Snr Chief Financial Officer – Ca(Sa)
SNR CHIEF FINANCIAL OFFICER CA(SA) Minimum 5 years` experience in CFO/FD role in a FMCG OR Manufacturing Industry Minimum 8-10 Year`s Qualified as a CA(SA) Managing a Team of 10 people Financial Management & Reporting Budget & Weekly forecasts IT M
View Job
Snr Chief Financial Officer – Ca(Sa)
Pretoria: Snr Manager: Financial Services Products posted by IT Ridge Technologies
Responsibilities Include:Management and Business PlanningStrategically link activities to business objectives, prioritising the products functions and ensure the effective implementation of strategies for areas of responsibility. Align approved functional
View Job
Snr Manager
Johannesburg: Snr Marketing Manager: Financial Services
JOB PURPOSE: Chief custodian and manager of the brand to drive marketing strategies and achieve brand objectives set to improve brand power, marketing effectiveness and targets, share of wallet and multi-product holding. Develop the communication and media
View Job
Snr Marketing Manager
Gauteng: Snr Marketing Manager: Financial Services posted by Pillango Placements
JOB PURPOSE:Chief custodian and manager of the brand to drive marketing strategies and achieve brand objectives set to improve brand power, marketing effectiveness and targets, share of wallet and multi-product holding.Develop the communication and media s
View Job
Snr Marketing Manager
Cape Town City Centre: Snr Financial Advisor – Cape Town
Snr Financial Advisor - Cape Town Forward-looking Financial Services business seeks driven indiv. Pivotal role to acquire new clients and manage a Wealth portfolio in the W Cape. Build a strong book of HNW clients by utilising your Financial Planning and I
View Job
Snr Financial Advisor – Cape Town
Durban: Snr Financial Advisor – Durban
Snr Financial Advisor - Durban Growing Financial Services firm seeks driven indiv. Pivotal role to acquire new clients and manage a portfolio in KZN. Use your expertise and network to build a book of Wealth clients. Provide sound advice on Financial Planni
View Job
Snr Financial Advisor – Durban
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
