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2 days ago
This executive-level position focuses on developing business opportunities in a local territory to acquire high-net-worth wholesale clients. The ideal candidate will thrive in a role that emphasizes client education, financial goal evaluation, and tailored solution provision.
">Key Responsibilities- Pursue and evaluate business development opportunities in the local territory.
- Assess financial goals and provide customized solutions to high-net-worth prospective clients.
- Engage with clients to educate them on offerings and drive growth.
As a seasoned wealth advisor, you will work remotely and leverage qualified lead flow to present our wealth management solutions to investors with significant assets.
">Required Skills and Qualifications- 5+ years of experience selling financial services to private investors.
- A clean record with relevant regulatory bodies.
- A proven track record of success acquiring high-net-worth private wholesale clients.
We offer an exceptional compensation package, including:
- 100% paid premiums for top-tier supplemental healthcare plan.
- Super contributions at the applicable superannuation guarantee percentage.
- 20 days of annual leave and 10 paid holidays.
- Employee Assistance Program and emotional wellbeing services.
- $10,000 fertility and family-forming benefit (local currency equivalent).
We value diverse perspectives and offer ongoing training, educational support, and employee appreciation events.
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