Senior Financial Advisor - HNW Client Focus

 

Melbourne CBD

Work alongside the Industry's Finest

Excellent Six Figure Package + Bonus

Leading the way with the provision of comprehensive financial solutions and services to high net worth investors. A trusted and well regarded Financial Services group, a company that continues to raise industry standards and deliver a cutting edge service offering.

A brilliant opportunity exists for a Senior Financial Advisor / Planner who has exceptional business development expertise to complement the Victorian based team.

To be considered for this role you must be able to demonstrate -

• Completion of ADFS (or equivalent), with CFP studies / qualifications ideal.
• 5+ years practical experience as a Financial Advisor / Planner from a Private Wealth, Boutique Financial Planning Practice or Fund Manager within the Australian market.
• Superior Business Development ability, robust business acumen, and technical wealth management knowledge.
• Impeccable presentation skills and exceptional relationship management ability.
• A proven, consistent and successful track record developing business with HNW clientele.

This role will only suit an established, technically astute Investment professional with a proven track record of success developing new business and meets the key selection criteria listed in this job ad.

Please contact ????? ????? Couter in confidence on (??) ???? ???? and email applications of interest (along with a cover letter) directly to ???@???.??? quoting job code jdc34282.