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.