Financial Services Career Specialist

7 days ago

Brisbane, Queensland, Australia beBeeExpert Full time $90,000 - $110,000

Financial Services Professional Opportunity

We are seeking a dynamic and results-driven individual to join our organization as a Financial Journey Consultant. This is an excellent opportunity for someone looking to make a meaningful impact in the financial services industry.

About the Role:

  • Meet and engage with new clients, understanding their financial needs and goals.
  • Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards established key performance indicators.
  • Partner with a team of trusted professionals to develop joint business opportunities.
  • You will play a critical role in converting warm internal leads into engaged Wealth clients without the ongoing administrative load of long-term client management.

Key Responsibilities:

  1. Collaborate closely with our teams to unlock opportunities and deliver seamless experiences for clients.
  2. Develop strong relationships with clients to understand their financial needs and provide tailored guidance.
  3. Stay up-to-date with industry trends and developments to provide expert advice to clients.

Requirements:

  • Strong communication skills and ability to build rapport with clients.
  • Passion for building relationships and driving business growth.
  • Drive to succeed in a fast-paced environment.

We Offer:

  • An exciting opportunity to make a meaningful impact in the financial services industry.
  • A collaborative and supportive work environment.
  • The chance to develop your skills and expertise in a dynamic and ever-changing industry.

About Our Organization:

We are a leading provider of financial services solutions. Our mission is to provide expert advice and guidance to individuals and businesses alike, helping them achieve their financial goals.

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