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Cape Town City Centre: Snr Financial Advisor (Wealth) – Cape Town

Snr Financial Advisor (Wealth) – Cape Town

Posted on 2025-01-28

Category Accounting Finance

Location

Job Summary

Snr Financial Advisor (Wealth) – Cape Town Expanding Wealth Mgt business seeks driven and customer focused individual. Be instrumental in providing trust-worthy advice on Lifestyle / Financial planning and Investments to clients in Cape Town and surrounds. Utilise your expertise and network to generate business. Great career opportunity. Good basic and incentives. Main Responsibilities • Deliver the Wealth solutions to new and existing HNW clients and close deals. • Provide holistic Investment Advice and Lifestyle / Financial planning to clients. • Engage with clients regularly to ensure plans meet current and future needs and goals. • Ensure clients have a full understanding of offerings including Investment advice, Fiduciary, Insurance. • Keep up to date with changing regulatory requirements. • Proactively review clients changing needs and financial circumstances. • Generate business and build a strong book. • Acquire new clients and provide comprehensive wealth planning services. • Manage a portfolio of High-Net-Worth clients in the region. • Manage pipeline to acquire and retain clients. • Provide excellent service to new and existing clients. Qualification and Experience: • Degree. CFP an advantage. • Proven track record in Wealth Mgt, Investments, Financial Advising / Planning. • Well-connected in the Western Cape. Should you be interested in this great opportunity : • Please submit your CV online. You will be directed to our database, Ditto.

Snr Financial Advisor (Wealth) – Cape Town position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-01-28 in the Accounting Finance category

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