Financial Services Specialist

1 week ago


Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Financial Services Specialist to join our team in Sydney.

**Job Summary:**

Wealth management involves providing tailored financial advice and solutions to high-net-worth individuals and families. This role requires a deep understanding of the financial markets, exceptional client relationship skills, and the ability to develop and manage a portfolio of clients.

**Key Responsibilities:**

  • Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.

**Qualifications:**

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • Proven track record of managing and growing a portfolio of high-net-worth clients.

**Estimated Salary Range:** AU$120,000 - AU$180,000 per annum, depending on experience.

**Benefits:**

  • Competitive salary and performance-based incentives.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional development and career advancement.

This is an exciting opportunity to work with a reputable company in the financial services industry and contribute to the growth and success of our business.



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