Provide holistic full service offering to NHW clients across investments, portfolio management, taxation, philanthropy, estate planning and retirement planning

• Highly respected independent player in Wealth Management
• Newly created roles - Sydney & Melbourne
• Attractive remuneration package

Our client is a highly respected and regarded and diversified financial wealth provider with a strong brand and heritage. They partner with HNW individuals and families to provide holistic tailored financial advice across investments, taxation, superannuation, philanthropy, estate planning and risk. As a result of continued growth, they are seeking the services of an exceptionally talented Financial Consultant to become an integral member of this successful business.

Working as part of a dynamic and highly regarded team, your mandate will be to promote a full service offering to HNW clients seeking bespoke and quality advice. Specific responsibilities include:

• Contributing to the growth of the business through engaging new clients 
• Leveraging off self generated and existing client referral sources and networks to generate new business referrals 
• Preparing and present high quality financial advice to clients 
• Conducting seminars to potential clients 
• Promoting broader services and product opportunities to clients 

To be successful you will possess a track record in business development gained within Financial Planning or Private Wealth Management/Banking coupled with significant experience in providing tailored financial advice to HNW clients. High levels of integrity and credibility coupled with significant drive and energy will be critical to your success. A strong network, a track record in building new business and relevant financial services qualifications such as DFP/CFP will be assumed.  

For a confidential discussion about this role please contact Sebastian Cohen on 02 9091 3238 quoting reference number 13750/SC.