Financial Services Specialist
1 week ago
We are seeking a highly skilled and experienced Financial Services Specialist to join our team at Click and Connect Online Limited in Melbourne, Australia.
The estimated annual salary for this role is around $120,000 - $180,000 depending on experience. This is a full-time position with opportunities for career advancement and professional development.
About the RoleThis pivotal role involves 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.
Main 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.
- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
To be successful in this role, you will need:
- 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.
- Strong knowledge of financial products, investment strategies, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain long-term client relationships based on trust and integrity.
- Proficiency in financial planning software and tools.
We offer a competitive package that includes:
- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
If you are a motivated and results-driven professional looking for a new challenge, please submit your resume and cover letter detailing your relevant experience and why you are a good fit for this role.
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