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Financial Advisor

Employer
Crayon
Location
Durban Durban eThekwini, South Africa
Salary
Competitive
Closing date
Jun 4, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Where you'll work

Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial services institution brings together the investment expertise of a select group of international money management firms and are known throughout the industry for their experience and strong track records.

How you'll role

In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.

What you'll do

Achieve objectives and targets through effective planning, lead management, and engaging with potential clients

Identify and target key stakeholders and ensure strong relationships are fostered

Contact potential clients and create a rapport by networking and following up on leads

Conduct in depth needs analyses and provide comprehensive wealth planning to clients

Provide sound advice on Investments, Wealth and Estate planning.

Maintain an internationally recognised customer experience

Ongoing servicing of client book

Conduct regular meetings with key clients

What you'll need

Minimum requirement: NQF5 qualification

2+ years' experience in a financial advisory role

Financial planning and sales experience

Must be in possession of an RE 5 qualification

High-performing and target driven

The ability to work independently

A transferable book of AUM will be beneficial

Offshore experience will be beneficial

Salary

Basic + commission (to be discussed at shortlist stage)

Apply HERE

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