Senior Financial Consultant

4 days ago


Johannesburg, Gauteng, South Africa Crayon Full time
About the Role

Crayon, a leading global financial services company, seeks an experienced Wealth Manager to join their team in Johannesburg. As a key player in providing quality financial advice and wealth management solutions to international expatriates, this role requires a growth mindset underpinned by a desire to continuously learn and upskill.

Duties & Responsibilities

The successful candidate will be responsible for effectively planning and managing leads, interacting with potential businesses and professionals, and achieving both company goals and objectives as well as personal targets. Key duties include:

  1. Achieving objectives through effective planning, lead management, and client engagement.
  2. Identifying and targeting key stakeholders to foster strong relationships.
  3. Contacting potential clients and creating a rapport through networking and follow-up.
  4. Conducting in-depth needs analyses and providing comprehensive wealth planning.
  5. Offering sound advice on investments, wealth, and estate planning.
  6. Maintaining an internationally recognised customer experience.
  7. Ongoing servicing of client book.


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