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    Senior Financial Advisor - Cape Town, South Africa - SET Recruitment Consultants

    SET Recruitment Consultants
    SET Recruitment Consultants Cape Town, South Africa

    Found in: Talent ZA C2 - 1 week ago

    SET Recruitment Consultants background
    Full time
    Description

    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.
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