A large family-owned firm has recently purchased a book of high net worth clients and are looking for an experienced private client adviser to take over from the existing adviser.
Why you will love this role;
- Existing book of 70 HNW clients
- Dealing with medical professionals
- Company Car
- Salary will be between 120K-140k plus super but are willing to negotiate for the right individual
- Bonuses for hitting new business development targets
- large family-owned business
- Construct personalized financial plans that aim to achieve the financial goals of clients.
- Educate clients and answer questions about investment options and potential risks
- Managing an existing client portfolio
- 5 years plus experience as an Adviser providing Holistic advice
- Experience dealing with HNW individuals
- FASEA completed / Masters or Graduate Diploma in Financial planning
- Used to dealing with larger licensees
These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.
For a confidential chat about your career options please call Peter on (02) 9346 5297 or email firstname.lastname@example.org