Financial Planner - High Net Worth Clients
An outstanding opportunity now exists to join a leading financial services organisation as a Financial Planner. Working closely with the internal branch staff, you will provide wealth management solutions to the banks' high net worth customers.
About the Role:
* Providing advice to clients whilst building strong relationships with internal referral partners
* Meeting and exceeding individual and business-targets relating to the client's core investment portfolio and funds under management
* New business development and lead generation
* Facilitating advice that is in line with current relations, legislation and compliance
Key Skills and Requirements:
* Strong business acumen, including a demonstrated understanding of factors currently affecting the financial services industry giving you greater ability to provide direction to clients
* Exposure to a similar role in building relationships is essential and so exceptional communication and customer service skills are required
* With successful experience in a Financial Planning role you will be confident and driven to ensure success in this position (min 2 years)
* Diploma in Financial Planning is a must
In return, you will be joining a leading organisation in its field and will have access to realistic career opportunities. As well as this, you will be rewarded with a commission structure unlike no other.
To apply for this outstanding role, please contact Dom Fahey on 03 8628 2170 or click on the Apply button below.