Role Overview
This executive-level position focuses on developing business opportunities in a local territory to acquire high-net-worth wholesale clients. The ideal candidate will thrive in a role that emphasizes client education, financial goal evaluation, and tailored solution provision.
">
Key Responsibilities
* Pursue and evaluate business development opportunities in the local territory.
* Assess financial goals and provide customized solutions to high-net-worth prospective clients.
* Engage with clients to educate them on offerings and drive growth.
As a seasoned wealth advisor, you will work remotely and leverage qualified lead flow to present our wealth management solutions to investors with significant assets.
">
Required Skills and Qualifications
* 5+ years of experience selling financial services to private investors.
* A clean record with relevant regulatory bodies.
* A proven track record of success acquiring high-net-worth private wholesale clients.
">
Benefits
We offer an exceptional compensation package, including:
* 100% paid premiums for top-tier supplemental healthcare plan.
* Super contributions at the applicable superannuation guarantee percentage.
* 20 days of annual leave and 10 paid holidays.
* Employee Assistance Program and emotional wellbeing services.
* $10,000 fertility and family-forming benefit (local currency equivalent).
About Us
We value diverse perspectives and offer ongoing training, educational support, and employee appreciation events.