HNW Senior Financial Adviser
1 day ago
This esteemed private clients group boasts an impressive track record of delivering exceptional client service, despite challenging global financial market conditions. Their commitment to strong client values has enabled them to maintain excellent growth, making them a leading force in the industry.
As a seasoned Senior Wealth Adviser, you will have the privilege of managing a book of high net worth clients and providing holistic advice to add value to their long-term goals. With a proven background in working with HNW clients, you will be expected to provide strategic financial guidance and ongoing reviews to ensure their continued success.
The organization offers a well-established HNW client base, providing ample opportunities for growth and development. You will be encouraged to build on existing relationships and cultivate new alliances through their robust referral system. A supportive team of professionals will be at your side, facilitating your success and enabling you to thrive as a future leader within the company.
To succeed in this role, you must possess previous experience as a Senior Adviser working with HNW clients. Your exceptional communication skills, both written and verbal, will enable you to effectively manage key stakeholders and drive business growth. A degree qualification and Diploma of Financial Planning (1-8) or CFP are prerequisites for this position.
A competitive salary package, including a generous estimated $120,000 - $180,000 per annum, reflects the organization's commitment to attracting top talent. If you are ready to take the next step in your career and join a dynamic team, please submit your application via the Grant Executive Search website.
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