Wealth Manager South Africa

Crayon; Gauteng; Presencial; ZAR 600 000 - 900 000; Tempo integral

Resumo da oferta

Crayon, a global financial services firm, seeks an experienced Wealth Manager in Gauteng to provide bespoke financial advice to local and international clients, growing a transferable AUM, and maintaining a growth mindset and ongoing learning.

You will plan and manage leads, engage with potential clients, and deliver wealth guidance while upholding a high standard of client service.

Qualificações

• 5+ years' experience in a financial advisory role.
• Financial planning and sales experience.
• Must have RE 5 qualification.
• High-performing and target driven.
• Ability to work independently.

Responsabilidades

• 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.

Conhecimentos

Financial planning

Sales experience

Independence

AUM experience

Offshore experience

Formação académica

RE 5 qualification

Descrição da oferta de emprego

Introduction

Where you'll work

Established in 1998, this is a leading, award-winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial services institution brings together the investment expertise of a select group of international money management firms and are known throughout the industry for their experience and strong track records.

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.

Duties & Responsibilities

What you'll do

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

Desired Experience & Qualification

What you'll need

1. 5+ years' experience in a financial advisory role.
2. Financial planning and sales experience.
3. Must be in possession of an RE 5 qualification.
4. High-performing and target driven.
5. The ability to work independently.
6. A transferable book of AUM will be beneficial.
7. Offshore experience will be beneficial.

Package & Remuneration

Basic + commission (to be discussed at interview stage).