Snr Financial Advisor - Durban
Growing Financial Services firm seeks driven indiv. Pivotal role to acquire new clients and manage a portfolio in KZN. Use your expertise and network to build a book of Wealth clients. Provide sound advice on Financial Planning and Investments.
Main Responsibilities
- Generate business and build a strong book of clients.
- Provide sound advice on Investments, Life Insurance, Wealth and Fiduciary.
- Acquire new clients and provide comprehensive wealth planning services to clients.
- Manage a portfolio of High-Net-Worth clients in KZN.
- Manage pipeline to acquire and retain clients.
- 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.
Qualifications and Experience:
- Degree. CFP an advantage.
- Proven track record in Financial Planning, Investments, Wealth Mgt etc.
- Well-connected in KZN.
Should you be interested in this exciting opportunity:
- Please submit your CV online.