Global Asset Management Expert

4 days ago


Pretoria, Gauteng, South Africa Crayon Full time

Career Opportunities at Crayon

Crayon, a respected global financial services company, is seeking an experienced Financial Advisor to join their team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.

About Your Role

You will be responsible for planning and managing leads, interacting with potential clients, and achieving 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.

Requirements

  • Proven experience in financial advisory or wealth management.
  • Certified CISI level two or equivalent qualification.
  • Financial planning and sales experience.
  • A strong desire to learn and grow professionally.
  • A hunter mentality.


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