Fresh Jobs at Crayon

Responsibilities

• Advise the company’s clients on all aspects of offshore financial planning and wealth management
• Adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives in the offshore markets
• Develop and deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
• Maintain an effective client base management system to provide excellence in customer service and quality holistic advice

Requirements

• Ideally offshore investment and wealth management experience
• RE5 qualification
• BCom qualification or similar finance qualification would be beneficial
• Proven ability to deal with new and existing clients on a fee basis
• A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• Highly motivated, entrepreneurial and target driven individuals

Salary 

• R20,000 – R25,000 per month + commission. Once established, minimum average earning potential from commission = R40,000 per month. This is a fantastic opportunity to be trained up in a highly rewarding and lucrative career that will also ultimately give you absolute lifestyle freedom as a self-employed Wealth Manager, as well as an opportunity for individuals with real entrepreneurial flair and ambition; you must be willing to take some risks and put in the work to be rewarded with a very interesting and very lucrative career.