Cape Town Region: Senior Financial Advisor posted by Ntice Sourcing Solutions

Investec is a globally recognised specialist bank and wealth manager, delivering exceptional client experiences through innovative financial solutions and a culture grounded in entrepreneurship, professionalism, and long-term relationships This is an exciting role for a client centric, experienced financial adviser to build a rewarding advisory career within the Private Banking division leveraging the Invest and Insure capability across Private Banking and Wealth & Investment to deliver holistic seamless and comprehensive solutions to our client s What makes this opportunity truly out of the ordinary Access to an established Private Banking client base with a strong internal referral flow The opportunity to advise high-net-worth and professional clients with complex financial needs A fully integrated platform across banking, investments, and insurance – enabling true holistic advice A collaborative working model with Private Bankers, Wealth & Investment, and specialist teams The ability to build and scale a sustainable advisory practice within a trusted, premium brand A long-term, relationship-led advice model (not transactional or product-driven) Key responsibilities: Build, develop, and manage a successful financial advisory practice within a private client environment Deliver holistic financial planning, including: Risk and protection planning Retirement and pre-retirement planning Estate and intergenerational wealth planning Investment planning Develop and implement customised financial solutions for clients Conduct ongoing client engagement and regular financial reviews to ensure advice remains relevant Build strong relationships with Private Bankers and internal stakeholders to deliver seamless client experience Contribute to broader private client initiatives and collaborative team efforts Support and mentor junior team members where applicable Maintain accurate and compliant client records in line with regulatory requirements Uphold Investec’s client-centric approach and professional standards Experience, skill and capability: Relevant tertiary qualification ; CFP® designation or working towards, would be preferrable Minimum 5-7 years’ experience in financial services, with a strong focus on financial advisory Proven experience in delivering holistic financial planning solutions Strong understanding of investment markets and long-term insurance products Sound knowledge of applicable taxation and estate planning principles Strong relationship management and client engagement capability Commercial awareness with the ability to grow and sustain a client base Consultative, client-centric approach to financial advice Strong communication and interpersonal skills Ability to work collaboratively within a high-performing team Self-driven, proactive, and adaptable High levels of professionalism and integrity Investec culture Our culture is grounded in collaboration, entrepreneurial thinking, and a commitment to delivering exceptional outcomes for our clients. We value individuals who are curious, adaptable, and client-focused, and who thrive in a dynamic, high-performing environment