Financial Advisor Cape Town

Company Overview

Established in 1998, this is a leading, award-winning global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions.

This financial services institution brings together the investment expertise of a select group of international money management firms and is known throughout the industry for their experience and strong track records.

How You'll Role

In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role, you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.

Duties & Responsibilities

What You'll Do

• Provide sound advice on investments, wealth, and estate planning.
• Achieve objectives and targets through effective planning, lead management, and engaging with potential clients.
• Identify and target key stakeholders and ensure strong relationships are fostered.
• Contact potential clients and create a rapport by networking and following up on leads.
• Conduct in-depth needs analyses and provide comprehensive wealth planning to clients.
• Maintain an internationally recognised customer experience.
• Ongoing servicing of client book.
• Conduct regular meetings with key clients.

Desired Experience & Qualifications

What You'll Need

Package & Remuneration

Basic + commission (to be discussed at shortlist stage).

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