Remote Wealth Management Position
This opportunity offers the chance to work with a top team in Sydney or Newcastle, focusing on wealth management and building strong relationships with clients.
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Key Responsibilities:
1. Develop a portfolio of high net worth individuals (B2C only) and manage their financial needs.
2. Broaden AUM by identifying current personal financial needs and advising on potential opportunities.
3. Conduct comprehensive reviews to understand client needs and deliver tailored solutions.
4. Communicate effectively with clients to advise on various products and services.
5. Deliver results-driven solutions through influencing and effective communication.
6. Collaborate with clients to develop personalized financial plans.
Requirements:
* A relevant diploma or degree in financial planning is required.
* Strong sales acumen, excellent interpersonal skills, and a customer-focused approach are essential.
* Prior experience managing high net worth clients is beneficial but not necessary.
* Familiarity with lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous.
Benefits:
* Opportunities for career growth and advancement.
* The possibility to transfer to different locations.
* A competitive commission-based bonus structure.
* Ongoing training and development support.