Wealth Advisor - Stellenbosch
Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch.
Main Responsibilities
- Instrumental role in Wealth and Estate Planning. Manage financial planning.
- Acquire and manage portfolio of High-Net-Worth clients in Stellenbosch region.
- Acquire new clients through internal and external networks.
- Manage pipeline to acquire and retain clients.
- Service new and existing clients.
- Provide comprehensive wealth planning to clients.
- Strong focus on Investments plus Fiduciary and risk products, etc.
- Conduct meetings with clients.
- Proactively review clients changing needs and financial circumstances.
- Provide excellent Customer Relationship Mgt.
- Provide sound business mgt practices e.g. segmentation, servicing, etc.
- Build relationships across other divisions.
- Key role to build the profile of Wealth team in the Stellenbosch branch.
Qualifications and Experience:
- CFP an advantage.
- 6 to 10 years experience in Investments / Wealth.
- Well connected in Western Cape - Stellenbosch region.
- Strong knowledge of Investment solutions etc.
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.
