Jobs at Crayon

Role Description

This is a unique opportunity for a career change into offshore investment, or simply the next step in your financial career where you can really determine your own success and lifestyle/income balance. In addition to being able to dictate your own working agenda and setting a work-life balance that suits you, you will also enjoy the significant rewards that a successful career in wealth management can bring – rewards that are in direct relation to the work and effort you put into your business. Of course, throughout the process, we will be there to offer guidance and support, and help you make the transition from new starter to successful Wealth Manager. The ideal applicants will have discipline, sound academic ability, excellent communication skills and the ability to work within their own personal and professional networks to build up a portfolio of clients who are confident to invest in the services provided.

You do not need to have offshore investment experience to be considered for this role as full training will be provided, however a sound understanding and interest in markets and investments (offshore investments in particular) would be greatly beneficial. The company offers second to none coaching and development to enable candidates to achieve substantial earnings whilst building a valuable client base. Candidates do not require a client base to join, however the individual should have an ability to network and obtain referrals from booked appointments and satisfied clients. Excellent output based remuneration is on offer. The company offers fee based, independent wealth advice and investment management services to private individuals.

Salary

Commission based. Once established, average earning potential from commission will depend on you; minimum average = 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.

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 investment and wealth management experience
• BCom qualification or similar finance qualification
• RE5 certification (compulsory)
• 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