
Financial Risk Advisor
1 week ago
High net worth individuals seeking sophisticated risk advice will benefit from this role. Attractive compensation packages ranging from $130,000 to $150,000 are on offer.
Key Responsibilities- Develop and implement tailored risk management strategies for clients with complex financial situations.
- Collaborate closely with the accounting division to identify opportunities for referral growth.
- Maintain strong communication and build lasting relationships with clients.
- Contribute to client retention initiatives and activities.
- Undertake proactive marketing and business development efforts to drive growth.
- Fasea Approved Education completed.
- Solid experience in providing risk advice to high net worth clients.
- Proven networking skills with a focus on building strategic partnerships.
- Excellent communication skills with the ability to articulate complex ideas clearly.
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