Snr Financial Advisor - Cape Town

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 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.
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▶️ Snr Financial Advisor - Cape Town
🖊️ Set Consulting
📍 Cape Town