Wealth Development Manager

2 weeks ago


Melbourne, Victoria, Australia beBeeFinancial Full time $160,000 - $190,000

Job Title:

Wealth Development Manager

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Description:

The role involves developing and executing a business strategy to drive growth in the wealth management division. This requires building strong relationships with financial advisers, understanding their business objectives, and identifying opportunities for expansion.

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Key Responsibilities:

  • Lead the sales effort to grow the pipeline through developing strong adviser relationships and an understanding of their business objectives.
  • Develop new business leads and progress opportunities from new adviser relationships.
  • Maintain comprehensive records of adviser relationship activities using appropriate systems.
  • Provide product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction.

Requirements:

  • RG 146 certification (highly desired).
  • 5 years' experience in the financial services industry.
  • Solution based selling experience and skills.
  • Thorough knowledge of the financial marketplace and understanding of challenges facing financial advice firms.
  • Self-driven motivation with a hunter mentality and thirst for a challenge.
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About Us:

This is a permanent role offering a competitive salary package ranging from $160,000 to $190,000 incl. super. The company offers a hybrid work setup and a strong STI component.


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