Senior Financial Advisor, Cape Town

Investec is a globally recognised specialist bank and wealth manager, delivering exceptional client experiences through innovative financial solutions and a culture grounded in entrepreneurship, professionalism, and long-term relationships This is an exciting role for a client centric, experienced financial adviser to build a rewarding advisory career within the Private Banking division leveraging the Invest and Insure capability across Private Bankingand Wealth&Investment to deliver holistic seamless and comprehensive solutions to our clients What makes this opportunity truly out of the ordinary

Access to an established Private Banking client base with a strong internal referral flow The opportunity to advise high-net-worth and professional clients with complex financial needs A fully integrated platform across banking, investments, and insurance - enabling true holistic advice A collaborative working model with Private Bankers, Wealth&Investment, and specialist teams The ability to build and scale a sustainable advisory practice within a trusted, premium brand A long-term, relationship-led advice model (not transactional or product-driven) Key responsibilities

Build, develop, and manage a successful financial advisory practice within a private client environment Deliver holistic financial planning, including:

Risk and protection planning Retirement and pre-retirement planning Estate and intergenerational wealth planning

Develop and implement customised financial solutions for clients Conduct ongoing client engagement and regular financial reviews to ensure advice remains relevant Build strong relationships with Private Bankers and internal stakeholders to deliver seamless client experience Contribute to broader private client initiatives and collaborative team effortsSupport and mentor junior team members where applicable Maintain accurate and compliant client records in line with regulatory requirements Uphold Investec's client-centric approach and professional standards Qualifications

Relevant tertiary qualification; CFP designation or working towards (preferred) Minimum 5-7 years’ experience in financial services, with a strong focus on financial advisory Proven experience in delivering holistic financial planning solutions Strong understanding of investment markets and long-term insurance productsSound knowledge of applicable taxation and estate planning principles Strong relationship management and client engagement capability Commercial awareness with the ability to grow and sustain a client base Consultative, client-centric approach to financial advice Strong communication and interpersonal skillsAbility to work collaboratively within a high-performing team Self-driven, proactive, and adaptable High levels of professionalism and integrity Investec culture

Our culture is grounded in collaboration, entrepreneurial thinking, and a commitment to delivering exceptional outcomes for our clients. We value individuals who are curious, adaptable, and client-focused, and who thrive in a dynamic, high-performing environment

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