Wealth Management Professional
4 days ago
This is an exciting opportunity to join our team as a Financial Planning Advisor in Sydney, Australia.
As a key member of our wealth management services team, you will be responsible for building strong relationships with clients and providing investment advisory services that meet their unique needs.
Our ideal candidate is a graduate diploma or degree holder in financial planning, with a strong sales acumen and experience working with high net worth clients.
You will be trained to provide top-quality service to our clients, using a consultative approach to tailor a personalized strategy that meets their complex financial needs.
Key responsibilities include:
- Building and developing a bank of wealth management clients
- Managing and supporting a portfolio of clients
- Conducting in-depth reviews to identify personal and financial needs
- Delivering tailored wealth management solutions through effective communication and influencing
We offer a competitive commission bonus, individual and team training, and a supportive environment that fosters career growth and development.
MUST BE BASED IN AUSTRALIA WITH WORKING RIGHTS. Please attach your CV when applying.
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