Our client, a reputable financial services provider of services including strategic financial planning, executive wealth management, private portfolio management and investment planning, is looking to expand of it's Private Client Division and is now looking for a high calibre, self driven and experienced Strategic Advisory Specialist.
The primary purpose of this role is to provide strategic or structural advice to High Net Worth Clients that best their needs and delivers growth of funds undetr advice & revenue for this organisation.
This organisation has built an unparalleled reputation as an innovative leader in a broad range of markets. As an Advisory Specialist in this dynamic environment, you will be responsible for:
- Actively seeking out opportunities to grow your high net worth client base and referral network by building relationships both within and outside the organisation
- Promoting the strategic planning capabilities of this organisation within the community
- Developing, implementing and reviewing financial strategies for your clients (in conjunction with dedicated planning support)
You will be supported by a range of dealership services including innovative deal opportunities, attractive wrap solutions, best practice business and compliance systems, and a comprehensive client service model.
Ideally, you will have:
- Substantial experience in financial planning and wealth management as well as demonstrated client relationship management competencies in the high net worth market
- A track record of strong presentation skills and successful business development
- Postive can do attitude and strong team player
- Advanced Diploma of Financial Planning qualifications (preferably CFP status)
For this Strategic Advice Specialist role you will also need experience across complex business structures, company trusts, equities, loan structuring, asset protection, investments and gearing strategies and products. In addition to a strong understanding of efficient tax structuring from a clients portfolio perspective.
This is a great opportunity with an employer of choice and strong reputation in the high net worth market.
To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Andrew McKissock on (02) 8247 5700, quoting the Job Title and Ref No. 2008147
Apply now
To be eligible to apply for this position you must have an appropriate Australian or New Zealand work visa.
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