Our client is seeking a highly skilled and motivated Financial Advisor to join their Private Banking team at a Global Bank. This role focuses on delivering bespoke wealth management services to high-net-worth individuals (HNWIs) and family offices, providing tailored financial advice and investment strategies.
As a Financial Advisor, you will be responsible for fostering long-term client relationships, identifying financial opportunities, and managing portfolios to help clients achieve their financial goals.
About the role: Client Relationship Management: Develop and maintain strong relationships with existing and prospective high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences. Wealth Management and Advisory: Provide comprehensive financial advice on investments, estate planning, tax strategies, retirement planning, and other wealth management areas. Product Knowledge & Solutions: Offer a broad range of financial products and services, including investments, trust services, lending, and insurance, tailoring recommendations to each client's needs. Client Acquisition & Business Development: Identify new business opportunities, expand the client base, and actively participate in networking and industry events to drive growth. Role requirements: Bachelor's degree in Finance, Economics, or related field. 8-10 years of experience in wealth management, private banking, or financial advisory roles. Strong understanding of investment products, asset management, and financial markets. Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply, please click apply or call Bianca Loughran on +61 2 8289 3122 for a confidential discussion.
About the job: Contract Type: FULL_TIME
Focus: Investment Management
Salary: AUD200,000 - AUD270,000 per annum
Workplace Type: Hybrid
Experience Level: Senior Management
Location: Australia
Job Reference: 2023610 / 001
Date posted: 28 November 2024
Consultant: Bianca Loughran
Come join our global team of creative thinkers, problem solvers, and game changers. We offer accelerated career progression, a dynamic culture, and expert training.
#J-18808-Ljbffr