Establish High Net Worth Advisory Team Leader

3 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $150,000

SJM Search and Selection specialise in Financial Services and Fintech, partnering exclusively with clients on retainer agreements to search for talent as their ongoing strategic Recruitment Partner.

**Our client**

This is an opportunity to establish a new HNW Retail and Wholesale client Team of Investment Advisors / Stockbrokers in Melbourne. Located in one of the best addresses in the CBD with established offices, the latest Fintech, Salesforce CRM, large leading research analysts team, corporate team, Insto Sales, highest Mid Cap Deal Flow and Allocations, Portfolio Managers, Senior Product Specialists and strong executive leadership team, well connected in the local, international and JAPAC markets.

This is a fantastic opportunity for well-connected and proven HNW retail advisers and team leaders to join an award-winning national business and respected Brand.

**About you**

To be considered, you must be well-connected, with the willingness and ability to bring a client book and your network. With proven ability and success in a similar role, ready to take the next step in your career or bring your team and colleagues across.

To be appointed as Authorized Representative of this AFSL, you will hold a current 'AR' status sitting on the ASIC Adviser Register or be the current servicing client adviser, with an outstanding compliance record and up-to-date CPD, holding a current tertiary degree or master's qualification meeting ASIC requirements and passing all mandatory FASEA education and exams.

**Next Step**

For information on joining our client, staff benefits and establishing a mutually beneficial corporate arrangement, get in touch. A confidential chat can be arranged during or after business hours.

**Benefits:**

- Employee discount
- Employee mentoring program
- Employee stock purchase plan
- Health insurance
- Life insurance
- Maternity leave
- Paid volunteer leave
- Parental leave
- Professional development assistance
- Profit sharing
- Referral program
- Relocation assistance
- Salary packaging
- Work from home

**Schedule:

- Monday to Friday

**Supplemental pay types: Commission Monthly bonus Signing bonus**

**Ability to commute/relocate:** Melbourne, VIC: Reliable commute or planning to relocate before starting work

**Education:** Advanced Diploma / Associate Degree (preferred)

**Work Authorisation:** Australia (required)

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