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Senior Wealth Management Consultant
2 months ago
This prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic advice.
As a Senior Wealth Adviser, your key challenge will be to continually manage a portfolio of high net worth clients, providing ongoing reviews and strategic financial advice. With a proven track record of success in the HNW sector, you will be responsible for adding value to clients through long-term holistic advice.
You will be provided with an established HNW client base and encouraged to grow further HNW client alliances through their excellent referral system. Supported by a professional collaborative administration team, you will be given every opportunity to succeed and develop as a future leader.
To be successful in this role, you will require previous holistic Senior Adviser experience working with HNW Clients. Your personable and professional nature will ensure you are able to effectively manage and communicate with key stakeholders, both written and verbally. A degree qualification and Diploma of Financial Planning (1-8) or CFP are prerequisites for this role.
For more information or to apply, please contact Grant Executive Search or submit your application via the provided link.