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Wealth Strategist and Relationship Builder
2 weeks ago
We are seeking a skilled Wealth Strategist and Relationship Builder to join our team. As a key member of our organization, you will be responsible for delivering bespoke investment advice and strategic guidance to high-net-worth individuals and their families.
You will play a critical role in building and nurturing trusted relationships with clients, providing exceptional service and support to ensure their financial goals are achieved.
Your expertise and professionalism will enable you to deliver tailored financial planning and wealth strategies, ensuring the unique needs of each client are met.
Required Skills and Qualifications- Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
- A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
- Strong leadership skills and a collaborative mindset, with a passion for mentoring others
- Exceptional presentation skills, both in personal interactions and deliverables
- The ability to build trusted, long-term relationships with clients
- Existing relationships or the ability to cultivate networks that bring new clients to our business
- Benefits: wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks' paid parental leave for primary caregivers along with transition leave upon return to work, and 6 weeks' paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months' gender affirmation leave, including 6 weeks' paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
We operate in the banking and financial services sector, supporting clients to achieve their full potential through technology-driven solutions.
Our Commitment to Diversity, Equity and InclusionWe foster a diverse, equitable and inclusive workplace, welcoming people from all backgrounds and identities.
