Investment Advisor Johannesburg

3 days ago


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

Crayon is a leading global financial services company that provides quality financial advice and wealth management solutions to international expatriates. With a strong reputation for excellence in client services, Crayon continues to work towards implementing client-centric solutions. This financial institution brings together the investment expertise of a select group of international money management firms and is known throughout the industry for their experience and strong track records.

Duties & Responsibilities

The successful candidate will be responsible for:

  1. Effectively planning and managing leads to achieve both company goals and personal targets.
  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.

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