We have been retained to find and appoint an Associate Partner or Partner, to join the thriving Wealth Management practice of a prominent national accounting and advisory firm. The firm is on a steep growth trajectory and a senior person is required to add leadership and capacity to the team in the New England area of NSW (Armidale, Tamworth or Glen Innes).
This is an exceptional opportunity and different from most, due to the firm’s unrivalled investment in its technology platform, and the unique and flexible way that the firm operates. In this leadership role, you will identify and seize new business opportunities, serve clients and mentor teams to deliver exceptional client service. You will work within a collaborative local and national team model, leveraging offshore and virtual resources to meet client needs effectively.
We are seeking a client-focused, dynamic wealth management leader, with a strong growth mindset who is passionate about innovation, client relationship cultivation and fostering a culture of continuous improvement.
To be considered for this position you should have the following profile:
* 5-8+ years’ experience providing wealth management and other financial services for individuals, families, SMEs and institutions.
* Highly knowledgeable across all aspects of wealth management; with a contemporary understanding of relevant financial and economic drivers, investment opportunities, risk management strategy, legislative influences, and local and international markets.
* Business development aptitude, strong business leadership skills and the ability to develop the practice and team.
* Ability to collaborate with a range of internal and external stakeholders.
* Driven and pro-active, with an ‘entrepreneurial mindset’.
If this sounds like you then we’d very much like to hear from you. To apply for this position, please submit a resume. Alternatively, please contact reception@derwentsearch.com.au to arrange a confidential discussion about the role, quoting reference number #32866. #J-18808-Ljbffr