Financial Services Professional

3 weeks ago


Sydney, New South Wales, Australia Click and Connect Online Limited Full time

Wealth Management is a dynamic and innovative field that requires a unique blend of financial expertise and interpersonal skills. As a Wealth Manager at Click and Connect Online Limited, you will be responsible for providing personalized financial planning and investment advice to clients, helping them achieve their long-term financial goals.

Our ideal candidate will have a strong background in finance, excellent communication skills, and a passion for delivering exceptional client service. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.

Key Responsibilities:

  • Assess and advise clients on medium to long-term financial objectives
  • Develop and implement personalized financial plans tailored to clients' needs
  • Collaborate with marketing, coordination, and paraplanning teams to facilitate daily client interactions
  • Stay up-to-date with industry developments and regulatory requirements

What We Offer:

  • Competitive remuneration and exceptional earnings for top performers
  • Regular incentives, including international conventions
  • Opportunities for professional development and career advancement
  • A dynamic and supportive work environment

Apply now to take the first step in your career as a Wealth Manager at Click and Connect Online Limited.



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