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Senior Financial Advisor

1 week ago

Pretoria, Gauteng, South Africa Crayon Full time

Introduction

Crayon, a leading global financial services company, offers a unique opportunity for experienced Financial Advisors to join their team in Mauritius.

Your Role

You will be responsible for effectively planning and managing leads, interacting with potential businesses and professionals to achieve the company's goals and objectives. You will provide bespoke financial advice to local and international clientele.

Duties & Responsibilities

  • Achieve objectives and targets through effective planning, lead management, and engaging with potential clients.
  • Identify and target key stakeholders, fostering strong relationships.
  • Contact potential clients, create rapport by networking and following up on leads.
  • Conduct in-depth needs analyses and provide comprehensive wealth planning to clients.
  • Offer sound advice on Investments, Wealth, and Estate planning.
  • Maintain an internationally recognized customer experience.
  • Ongoing servicing of client book.
  • Regular meetings with key clients.

Requirements

  • Proven experience in a financial advisory or wealth management role.
  • CISI level two or equivalent qualification (RE5 being the South African equivalent).
  • Financial planning and sales experience.
  • A strong desire to learn and grow professionally.
  • A hunter mentality.
  • High-performing and target-driven.
  • The ability to work independently.
  • A transferable book of AUM is beneficial but not essential.
  • Offshore experience is beneficial.