Wealth Management Specialist
il y a 3 semaines
Job Summary:
We are looking for a Wealth Management Specialist to provide financial advice and guidance to our clients. As a key member of our team, you will be responsible for achieving sales targets and providing exceptional client service.
Key Responsibilities:
- Deliver bespoke financial advice to clients, identifying their financial needs and goals.
- Develop and maintain strong relationships with clients, providing ongoing support and guidance.
- Work closely with the sales team to achieve sales targets and grow the business.
About Crayon:
Crayon is a global financial services company with a reputation for excellence in client services. We are passionate about delivering high-quality financial advice and wealth management solutions to our clients.
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