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Senior Financial Advisor - HNW Private Wealth

Brilliant Private Wealth Opportunity

Strategic Business Development Focus

Six Figures + Top Bonus Structure

Opportunity Knocks...

In line with investment markets picking up, the Private Wealth Management industry is preparing ????? ????? growth. Our client is a leading name in the industry and is now seeking a Senior Financial Planning professional, with highly developed Sales and Technical skills, to complement its Private Wealth team located in Melbourne.

Main Functions...

A key focus on identifying and winning new business relationships with HNW investors. You will do this by demonstrating your proven ability to deliver innovative, holistic financial advice and individually tailored wealth management strategies. Working closely with a high performing team of technically astute, market savvy investment sales professionals, you will prepare marketing campaigns and deliver educational / seminar presentations to target clients.

You will maintain a close working relationship with the internal technical services team, ensuring ????? ????? financial outcomes and experience for the clients that you attract to the group.

Essentials...

It is crucial that you have will be well networked within the Melbourne HNW investor market and possess solid interpersonal skills and business acumen.

As a highly experienced Financial Planner / Advisor (minimum 5 years of local Australian experience), you will be tertiary qualified, RG146 compliant with DFP 1-8 (or equivalent) completed. CFP qualifications or ongoing studies will be looked upon favourably.

Additionally, you must be motivated by sales success. An attractive salary package and highly lucrative bonus structure is on offer for the right individual. This role will only suit a switched on Sales professional that has in depth financial planning skills and knowledge.

Please note, only short listed applicants will be contacted.

Apply online to ???@???.??? quoting jdc34382. Contact James de Couter in confidence on (??) ???? ????.