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    Financial Advisor - Cape Town, South Africa - Crayon

    Crayon
    Crayon Cape Town, South Africa

    1 day ago

    Default job background
    Full time
    Description

    To find out more, click Apply or head on over to Crayon to review the full spec and apply?

    How you'll role

    In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.

    What you'll do

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

    • What you'll need

  • Minimum requirement: NQF5 qualification
  • 2+ years' experience in a financial advisory role
  • Financial planning and sales experience
  • Must be in possession of an RE 5 qualification
  • High-performing and target driven
  • The ability to work independently
  • A transferable book of AUM will be beneficial
  • Offshore experience will be beneficial

    • To find out more, click Apply or head on over to Crayon to review the full spec and apply?

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