An esteemed financial services institution catering to high-net-worth clients is seeking an experienced and driven Wealth Advisor with a strong background in the tourism and hospitality sector. This is a unique opportunity for a confident, strategic, and client-focused professional to build and grow relationships with an elite clientele.
Key Responsibilities:
- Develop and maintain trusted advisor-client relationships with high-end clients.
- Guide clients through unpredictable markets with sound financial advice.
- Identify and engage new potential clients.
- Conduct face-to-face meetings to understand client needs and tailor solutions.
- Liaise with the Marketing Department for planning and executing exclusive client events.
- Maintain detailed prospecting logs and cross-sell financial services and products.
- Seek out and establish partnerships with strategic businesses in aligned sectors.
Required Skills & Experience:
- Degree in Finance, Marketing, Business, or a related field.
- Certification in Financial Planning is a strong advantage.
- Minimum 5 years’ experience in a similar role, with exposure to high-net-worth clients.
- Essential: Solid understanding of the hospitality and tourism sector.
- Strong interpersonal skills, business development acumen, and customer service excellence.
If you meet the above criteria, email your current CV to judy@ulendo.co.zw. Applications close on Friday 25 July 2025. All applications will be treated with the strictest confidence. Only qualified shortlisted candidates will be contacted.