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Wealth Management Professional
1 week ago
Crayon is a global financial services leader, delivering exceptional advice and wealth management solutions to international expatriates since 1998. Our company has received numerous awards for excellence in client services and remains dedicated to innovation.
We combine the expertise of select international money management firms, renowned for their experience and strong track records.
About Your PositionThis role as a Wealth Manager requires you to plan and manage leads, interact with potential businesses and professionals, and provide bespoke financial advice to local and international clients. To succeed, you must possess a growth mindset and commitment to continuous learning and upskilling.
Main Responsibilities- Provide informed guidance on investments, wealth, and estate planning.
- Meet objectives through effective planning, lead management, and engagement with potential clients.
- IDentify key stakeholders and establish strong relationships.
- Engage with potential clients, creating rapport through networking and follow-up on leads.
- Conduct thorough needs analyses and offer comprehensive wealth planning to clients.
- Ensure an exceptional customer experience, internationally recognised.
- Ongoing servicing of client portfolio.
