Investment Advice Professional

il y a 3 semaines


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

Role Overview:

Crayon is seeking an Investment Advice Professional to join their team. As an Investment Advice Professional, you will provide bespoke financial advice to local and international clientele. Your key responsibilities will include achieving objectives and targets through effective planning, lead management, and engaging with potential clients.

Key Responsibilities:

  • Provide sound advice on investments, wealth, and estate planning.
  • Proven experience in a financial advisory or wealth management role.
  • Packages and remuneration will be discussed at the interview stage.

About Crayon:

Crayon is a leading financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been recognized globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions.



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