Senior Financial Advisor

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 Banking and 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
• Investment 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 efforts
• Support and mentor junior team members where applicable
• Maintain accurate and compliant client records in line with regulatory requirements
• Uphold Investecs client-centric approach and professional standards
• Experience skill and capability:
• Relevant tertiary qualification; CFP designation or working towards would be preferrable
• Minimum 57 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 products
• Sound 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 skills
• Ability 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