Wealth concierge - general financial advice consultant (bendigo)

Wealth Concierge and Engagement provides frontline education support and general advice to a wide range of customers as part of the Margin Lending and Wealth unit. You will be the first interaction point for wealth related queries and will provide general advice, helping customers to self‐serve options or arranging referrals to financial planners.

Responsibilities

• Serve as the first point of contact for customers' wealth related queries referred from the banking network.
• Provide general advice on products and strategies, guiding customers toward self‐serve options or coordinating referrals to Bridges Financial Services.
• Work toward meeting key performance indicators based on service targets.
• Collaborate within a supportive team environment.

Qualifications

• RG146 accredited.
• Experience in financial services with an understanding of wealth products (managed funds, superannuation, margin lending, insurance), ideally in a phone‐based sales or customer service function.
• Demonstrated experience delivering exceptional customer service and meeting KPIs.
• Excellent verbal and written communication skills with the ability to build effective relationships with internal and external stakeholders.
• Strong organisational and time‐management skills, with the ability to prioritise and meet critical timeframes.
• Proactive and supportive team member.
• Tertiary qualifications in Business, Financial Planning or equivalent, highly desirable.

Benefits

• Hybrid work model with flexible hours and a compressed work week where applicable.
• Health and wellbeing support, including discounted gym memberships, private health insurance options, and an Employee Assistance Program (EAP) for you and your immediate family.

Contract Details

Permanent, full‐time, or 12‐month contract positions available. Flexible work options and a minimum local Head Office attendance requirement set by your Leader.

We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury, or disability to equitably participate in the selection process.