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Wealth Management Specialist South Africa
1 week ago
Crayon is looking for a highly skilled Investment Advisor to join our team in Gauteng. In this role, you will be responsible for delivering bespoke financial advice to local and international clientele.
About UsWe are a leading global financial services company that provides quality financial advice and wealth management solutions to international expatriates.
Job Description- Effectively plan and manage leads to achieve both personal and company goals.
- Identify and target key stakeholders to foster lasting partnerships.
- Deliver expert advice on Investments, Wealth, and Estate planning.
- Minimum 2 years' experience in a financial advisory role.
- Strong financial planning and sales skills.
- RE 5 qualification required.
- Ability to work independently.
Basic + commission (to be discussed at shortlist stage).
