Financial Services Professional

3 weeks ago

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

Role Overview

We are seeking an exceptional Wealth Manager to join our team at Click and Connect Online Limited in Sydney. As a Wealth Manager, you will be responsible for assessing and advising clients on their medium to long-term financial objectives.

About the Role

As a Wealth Manager, you will work closely with clients to understand their financial goals and develop tailored investment strategies to achieve them. You will also collaborate with our marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Key Responsibilities

  • Provide exceptional client service and build strong relationships with clients to understand their financial needs and goals.

  • Develop and implement tailored investment strategies to meet clients' medium to long-term financial objectives.

  • Collaborate with internal teams to facilitate daily client interactions and ensure seamless delivery of services.

  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and provide expert advice to clients.

  • Contribute to the growth and development of the firm's global presence through strategic business development initiatives.

Requirements

  • A strong interest in pursuing or advancing a career in Financial Services.

  • A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification UK or equivalent.

  • Exceptional communication skills and professionalism.

  • Driven by success and targets.

  • Highly motivated with a positive outlook.

  • Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

What We Offer

Competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

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