Financial Services Professional

il y a 2 semaines


Tours, Centre-Val de Loire, France Crayon Temps plein
Role Overview

About the Role

Crayon is seeking an experienced Financial Advisor to join their team in Grand Baie, Mauritius. As a Financial Advisor, you will play a key role in providing bespoke financial advice to local and international clientele, while achieving both the company's goals and objectives as well as your own.

Key Responsibilities

What You'll Do

  1. Effectively plan and manage leads to achieve objectives and targets.
  2. Identify and target key stakeholders to foster strong relationships.
  3. Network and follow up on leads to create a rapport with potential clients.
  4. Conduct in-depth needs analyses and provide comprehensive wealth planning to clients.
  5. Offer sound advice on investments, wealth, and estate planning.
  6. Maintain an internationally recognised customer experience.
  7. Service client books and conduct regular meetings with key clients.
Requirements

What We're Looking For

  1. Proven experience in a financial advisory or wealth management role.
  2. CISI level two or equivalent qualification (RE5 being the South African equivalent).
  3. Financial planning and sales experience.
  4. A strong desire to learn and grow professionally.
  5. A hunter mentality.
  6. High-performing and target driven.
  7. The ability to work independently.
  8. A transferable book of AUM will be beneficial but not essential.
  9. Offshore experience will be beneficial.
Package & Remuneration

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



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