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Financial Planning Expert

2 months ago

Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking an experienced Wealth Manager to join our team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.

The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities:
  • Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • 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.

This role requires strong knowledge of financial products, investment strategies, and market dynamics, as well as excellent communication, negotiation, and interpersonal skills.

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
Benefits
  • Estimated salary: $120,000 per annum
  • Competitive performance-based incentives
  • Comprehensive health and wellness benefits
  • Opportunities for professional development and career advancement
  • A supportive and collaborative work environment