• Major Australian Bank
• Highly Competitive Package
• Great Working Environment

This represents a fantastic opportunity to join this leading financial services group. A strong remuneration package is available for the right candidate.

Our client is a major Australian Bank looking for an experienced Business Financial Planner to work in the CBD region. You will be dealing with business clients, providing comprehensive financial advice and focusing in particular on their business risk,corporate superannuation & investment requirements.

Your responsibilities include, but will not be restricted to:

• Building and maintaining strong relationships with the Business Bank Managers
• Deliver consistent and quality financial advice to new and existing clients
• Identifying and analysing business opportunities

You will need to demonstrate the following:

• SME experience
• Good understanding of business risk and corporate superannuation
• Strong sales focus and negotiation skills
• The ability to build and maintain relationships
• Previous experience in setting and achieving targets

You should also have DFP as a minimum although CFP would be an advantage.

If you would like to find out more, or express your interest in similar roles, please contact Neil McDonald or email to neil.mcdonald@whmarkssattin.com