Location Sydney CBD
Consultant Lindsay Cramond
Date posted 5 March 20181 Farrer place Sydney 2000 Robert Walters Australia
This role will have the primary focus to liaise with investors and provide solutions for their future wealth planning. This is a senior position within the firm and there will be an attractive remuneration package, including bonus.
- Pro-actively seek new business and sales opportunities
- Manage client relations staff member/s
- Execution of a Distribution Strategy focused around our strategy
- Preparation of monthly pieces for internal and external distribution
- Liaison with existing and new investors to bring in a source of FUM growth
- Tertiary qualified
- High level of computer literacy, Advanced Excel skills are expected
- Can work independent and in a team setting
- Sales, Analyst or Relationship Manager background preferred
- Deep networks across the advisor network is ideal
To apply please click apply or call Lindsay Cramond on 02 8289 3218 for a confidential discussion.