Wealth Manager South Africa - Gauteng - Crayon

    Crayon
    Crayon Gauteng

    2 weeks ago

    Default job background
    Description

    Job Overview

    Candidate sought for Wealth Management role with leading global financial services company, providing quality advice and wealth management solutions to international expatriates.

    Key Responsibilities

    1. Effectively plan and manage leads to achieve company goals and objectives.
    2. Foster strong relationships with key stakeholders and potential clients.
    3. Provide bespoke financial advice and comprehensive wealth planning to local and international clientele.
    4. Maintain internationally recognised customer experience and ongoing servicing of client book.

    Requirements

    1. 5+ years' experience in a financial advisory role.
    2. Financial planning and sales experience.
    3. RE 5 qualification required.
    4. High-performing and target driven individual with ability to work independently.
    5. Transferable AUM and offshore experience beneficial.

    Benefits

    Competitive basic salary plus commission, discussed at interview stage. Opportunity to work passionately towards implementing client-centric solutions with a reputable organisation.



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