Financial Planner / Relationship Manager

Summary about this job

Detail information about job Financial Planner / Relationship Manager. Terms and conditions vacancy

• International bank
• HNW client portfolio
• Great team culture

Provide expert advice on investment, wealth management and treasury products.

Your new company
This well-known international bank who provide a broad range of financial products and services are looking for an experienced financial services professional to join their team in Perth as Relationship Manager.

Your new role
As a Relationship Manager you will be responsible for managing a portfolio of some of the banks most affluent customers by building strong relationships and ensuring they receive expert advice on investment, wealth management and treasury products. You will also be responsible for driving sales revenue, increasing the value of your client’s portfolio and deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained.

What you'll need to succeed

• Degree qualification in Business or Finance related
• Advanced Diploma of Financial Planning
• Extensive knowledge in investment, wealth management and treasury products
• Banking and/or Financial Services experience with client relationship experience and demonstrated client acquisition and business development experience

What you'll get in return
In return you will be given the opportunity to work for a well-known international bank with an extensive HNW client base, an attractive remuneration package, first class training, career development and reward and recognition programs.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.