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Wealth Solutions Expert
3 weeks ago
About the role:
This is an exciting chance to become a key player in our Wealth advice division as a Financial Adviser, working closely with Accounting & Tax and Wealth Management teams to deliver exceptional service to a diverse portfolio of clients.
You will be responsible for identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.
Key Responsibilities- Proactively engage with existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions;
- Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
- Maintain up to date knowledge of financial trends, regulatory development to deliver relevant client strategies and strengthen the company's market edge;
- Lead discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions;
- Oversee sales from initial prospecting through to closing, maintaining strong control of the pipeline;
- Manage key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience;
- Foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities;
- Act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement;
- Coordinate with the Servicing Adviser team to support efficient client service and transition.
- 6+ years of Financial Advice experience;
- Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts;
- Background in professional services, working with Accounting, Tax, or Business Advisory functions (desirable);
- Possess exceptional communication, interpersonal, and relationship-building skills.
Join Our Team Today
We are committed to providing our clients with the highest level of service. If you have the skills and qualifications we're looking for, we'd love to hear from you.
OthersWhy Apply?
As a key player in our Wealth advice division, you'll have the opportunity to work with a diverse portfolio of clients, identify and secure new opportunities, and enhance the experience for prospective clients.
Our team is dedicated to delivering exceptional service and driving business growth. We're passionate about building long-term relationships with our clients and partners.
Don't miss out on this opportunity to join our dynamic team Apply today and take the first step towards a rewarding career.
