
High Net Worth Client Acquisitions Director
15 hours ago
We seek a highly experienced Director to acquire high-net-worth wholesale clients and present wealth management solutions to them.
The Opportunity- Manage your business remotely from home, covering a local territory within driving distance.
- Present wealth management solutions to investors with AUD 750k or more to invest.
- 5+ years of experience selling financial services to private investors qualifying as wholesale clients.
- Clean record with ASIC and APRA.
- Mult-year track record of success acquiring high-net-worth private wholesale clients.
- Experience in high-volume phone activity and in-person meetings.
You will have the opportunity to work independently, managing your own territory and client base. This is an ideal role for individuals who enjoy working remotely and are self-motivated.
Additional InformationThis is a challenging yet rewarding role that requires strong communication and interpersonal skills. If you have a proven track record of success in sales and customer service, we encourage you to apply.
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