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Senior Wealth Adviser
vor 2 Monaten
Position: Senior Financial Wealth Adviser
Employment Type: Full time
This organisation is one of Australia's Top Tier Private Clients Group with an impressive track record of exceptional client service delivery.
They pride themselves on their strong client values and despite challenging global financial market conditions, they continue to have excellent growth.
Through strategic growth, they are now looking to hire new Senior Financial Wealth Adviser positions focusing across their HNW Clients Group.
As a Senior Wealth Adviser, your challenge will be to continually manage a book of high net worth clients and have responsibility for giving holistic advice and ongoing client reviews focusing across the HNW sector.
To be successful, you will have proven Senior Adviser experience in working in this sector, giving strategic holistic financial advice to add value to them long term.
You will be provided with an established HNW client base and encouraged to grow further HNW client alliances already in place to the next level with their excellent referral system.
Supported by a professional collaborative administration team, you will be given every opportunity to succeed and develop as a future leader in the direction you wish across this Top Tier Private Clients group.
Minimum Requirements: Previous holistic Senior Adviser experience working with HNW Clients.Degree qualified.Diploma of Financial Planning (1-8) or CFP is an advantage.Your personable and professional nature will ensure you are able to effectively manage and communicate with key stakeholders, both written and verbally.
Please contact Grant Executive Search or alternatively submit your application via the Apply Button.
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