Wealth Management Specialist

il y a 3 semaines


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

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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