Senior Financial Advisor - Family Office Environment - HNW
Looking for an advisory role with a relationship focus? Looking to be part of a well established boutique practice? Read on!
Summary about this job
Financial Planning
Company: Wright Recruitment
Location: Melbourne
Work type: Full Time
Salary: $100,000 - $149,999 base plus bonus
Phone: +61-8-6476-3301
Fax: +61-2-2021-4605
E-mail: n\a
Site: n\a
Detail information about job Senior Financial Advisor - Family Office Environment - HNW. Terms and conditions vacancy
- SOPHISTICATED SERVICE OFFERING
- LONG-RUNNING FIRM - HNW ENVIRONMENT
- UNCAPPED-EARNINGS POTENTIAL
Based in the CBD, this boutique advisory group has a unique opportunity for a relationship focussed advisor. The applicant will have strong sales skills to grow and develop both existing and new clients.
The successful applicant will be focussed the delivery of high quality advice to clients and building and enriching sustainable client relationships in a truly HNW environment.
You may have an existing client base, but this is not essential, however the ability to utilise your extensive networks to generate future business opportunities will be imperative to your success in the role.
You will form part of an professional established team consisting of senior consultants, paraplanning and administrative support and you will exhibit the following key attributes:
- Demonstrate consultative sales skills within a high-level professional environment
- Willingness to be held accountable for results
- Highly effective communication, presentation and interpersonal skills
- Committed team player
- Familiarity with complex SMSF planning strategies and their delivery
- Degree or professional qualifications in accounting/commerce/banking & financial services or related discipline, preferably CFP qualified
- Several years of relevant experience gained in a professional fee for service environment.
A competitive salary package will be negotiated for the successful candidate.
To discuss this role further, please contact;
Gavan Wright
Director
Wright Recruitment
[email protected]
0402 436 346