International Wealth Manager

4 days ago


Pretoria, Gauteng, South Africa Crayon Full time

About Crayon

Crayon, a renowned global financial services company, has been providing quality financial advice and wealth management solutions to international expatriates since 1998. They have received awards and recognition globally and locally for excellence in client services and continue to work towards implementing client-centric solutions.

Your Job Description

In this role as a Financial Advisor, you will plan and manage leads, interact with potential clients, and achieve the company's objectives. You will provide personalized financial advice to clients and maintain a high-quality customer experience.

Key Responsibilities

  • Achieve sales targets and objectives through effective planning and lead management.
  • Develop and maintain strong relationships with key stakeholders.
  • Network and follow up on leads to create new business opportunities.
  • Conduct thorough needs analyses and provide comprehensive wealth planning solutions.
  • Offer expert advice on investments, wealth, and estate planning.
  • Servicing existing client books and regular meetings with key clients.

Requirements

  • At least 2 years of experience in financial advisory or wealth management.
  • Certified CISI level two or equivalent qualification.
  • Strong understanding of financial planning and sales principles.
  • Able to work independently and as part of a team.
  • Excellent communication and interpersonal skills.


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