Financial Advisor
Job details
To find out more, click Apply or head on over to Crayon to review the full spec and apply?https://crayon.jobs/jobs/south-africa/cape-town/wealth-manager/1194How you'll roleIn 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 doAchieve objectives and targets through effective planning, lead management, and engaging with potential clientsIdentify and target key stakeholders and ensure strong relationships are fosteredContact potential clients and create a rapport by networking and following up on leadsConduct in depth needs analyses and provide comprehensive wealth planning to clientsProvide sound advice on Investments, Wealth and Estate planning.Maintain an internationally recognised customer experienceOngoing servicing of client bookConduct regular meetings with key clientsWhat you'll needMinimum requirement: NQF5 qualification2+ years' experience in a financial advisory roleFinancial planning and sales experienceMust be in possession of an RE 5 qualificationHigh-performing and target drivenThe ability to work independentlyA transferable book of AUM will be beneficialOffshore experience will be beneficialTo find out more, click Apply or head on over to Crayon to review the full spec and apply?https://crayon.jobs/jobs/south-africa/cape-town/wealth-manager/1194
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