Client Manager - Financial Planning - HNW

Summary about this job

Detail information about job Client Manager - Financial Planning - HNW. Terms and conditions vacancy

• We are currently looking for a Client Manager / Financial Adviser to join a successful and growing team
• Current client base for you to manage and develop
• Do you also have an accounting background?
• True HNW client management role, no business development

This is an excellent opportunity for a Client Manager who is working as an Accountant with a Financial Planning background. You will be joining a well established company who have gone from strength to strength and are now looking to continue this positive company growth.

They have a huge HNW client book that needs to be split and need a true client manager to look after these clients.

We are looking for someone from a Business Services background due to the complexity of these HNW accounts along with in depth TAX exposure.

You will be CA / CPA qualified along with a relevant financial services qualifications.
If you are currently an Accountant who used to be a Financial Planner you could be the ideal candidate.

As part of this role you will;

• Manage a HNW client base
• Have TAX and Financial Planning exposure
• Work with a range of loyal and long-term clients
• Have strong communication skills
• Be willing to embrace technology new systems are key to helping clients
• Have excellent excel skills
• Be part of a growing company and rewarded with excellent opportunities

Salaries are dependent on experience but will be in the range of $120k - $130k + Super dependent on experience.

Salaries outside this range are available for those with more or outstanding
experience.

Send your resumes to David Berritta at [email protected] or go onto our website at www.bentleyrecruitment.com.au for more opportunities.

If you would like to discuss this or other opportunities please call me on 07 3229 8020.