Financial Services Professional
il y a 1 semaine
About the Role
Crayon is seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will play a key role in providing bespoke financial advice to local and international clientele.
Key Responsibilities
- Develop and implement effective lead management strategies to achieve business objectives.
- Build and maintain strong relationships with key stakeholders, including potential clients and business partners.
- Conduct in-depth needs analyses and provide comprehensive wealth planning solutions to clients.
- Provide expert advice on investments, wealth, and estate planning.
- Maintain a high level of customer satisfaction and ensure a positive client experience.
- Service and grow an existing client book.
Requirements
- Proven experience in a financial advisory or wealth management role.
- Certified in financial planning and sales.
- Strong desire to learn and grow professionally.
- Ability to work independently and as part of a team.
- Transferable book of assets under management (AUM) is a plus.
What We Offer
A competitive basic salary plus commission, a dynamic work environment, and opportunities for professional growth and development.
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