Senior Wealth Management Specialist
2 weeks ago
We are seeking a Senior Wealth Management Specialist to join our team in Canberra.
About the RoleThis is an exciting opportunity for an experienced financial advisor to manage the advice needs of existing clients, convert prospective clients, and introduce new clients to our organisation.
You will proactively source, engage, and manage client referrals and key referral relationships, leveraging our digital platforms and advice processes to drive productivity, compliance, and client engagement.
Key Responsibilities- Manage client relationships and provide expert financial advice
- Develop and implement strategic plans to grow client base and increase revenue
- Collaborate with internal teams to deliver exceptional client experiences
To be successful in this role, you will have:
- RG146 Compliant and passed the Adviser exam (mandatory for Authorisation)
- Completed an approved course in Australian Tax Law and Commercial Tax
- A strong understanding of financial products and services
- Excellent communication and interpersonal skills
In addition to a competitive salary package, we offer:
- A dynamic and supportive work environment
- Ongoing training and professional development opportunities
- The chance to work with a leading financial wellbeing organisation
Estimated salary: $120,000 - $180,000 per annum.
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Senior Documentation Specialist
4 weeks ago
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Senior Security Specialist
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Senior Procurement Specialist
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Senior Project Management Specialist
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Canberra, ACT, Australia Randstad Full timeJob DescriptionWe are seeking a highly skilled Senior Project Management Specialist to join our team. As a key member of our organization, you will be responsible for leading complex projects and providing expert advice on project management principles and practices.The ideal candidate will have a strong background in project management, excellent leadership...
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Senior ICT Contract and Procurement Specialist
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Senior IT Service Management Specialist
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Senior Safety Promotion Specialist
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Senior Quality Assurance Specialist
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