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 082 495 8595.
• No WhatsApp CVs can be accepted.
• Looking forward to hearing from you.