Account & Relationship Management (Banking & Financial Services)Full timeAre you a relationship champion with a knack for building meaningful connections?We're on the lookout for a highly motivated professional to join our growing finance team. Your role will drive strong customer focused service whilst maintaining the role of trusted advisor in the finance market. This is an opportunity for a confident performer to play a key role helping with an ambitious growth strategy and shape your future. Yours will be a key role developing the client list and working with referral partners in a mature business environment that will reward and recognize your talent!What you'll be doing:Comprehensive Financial Analysis: Conduct in-depth financial assessments for clients, evaluating their current financial standing, long-term goals, and risk tolerance.Tailored Financial Planning: Develop personalized financial plans aligned with each client's specific objectives, considering income, expenses, assets, and liabilities.Ongoing Portfolio Monitoring & Optimization: Regularly monitor and analyze clients' finance holdings, creating opportunities within their company that help the client achieve their goals.Market Expertise & Client Communication: Stay current on industry trends, market conditions, and financial regulations, providing well-informed insights and options to clients.Collaborative Approach: Collaborate with other financial professionals, including tax advisors and mortgage brokers, to create comprehensive financial solutions for clients.Client Relationship Management: Build and nurture strong relationships with clients, prioritizing exceptional levels of client satisfaction and retention.Compliance & Documentation: Maintain accurate and up-to-date client records and financial information, ensuring strict adherence to industry regulations and company policies.What we're looking for:Proven track record: You've got a history of success in sales and understand the ins and outs of building strong client relationships.Communication Champion: You excel at clear communication, negotiation, and building rapport – you can connect with anyone!Organizational Whizz: You can juggle multiple tasks, manage your time effectively, and stay on top of deadlines.What's in it for you:Career Advancement & Growth:Dynamic Environment: Join a supportive and collaborative team environment with a commitment to professional growth.Leadership Opportunities: Our aggressive expansion plans will create exciting opportunities for advancement within the company. We invest in our team members and empower them to take on new challenges.Compensation & Benefits Package:Competitive Salary: We offer a competitive 6-figure base salary, along with attractive incentives and allowances to recognize your contributions.Work-Life Balance: We prioritize your well-being with the ability to look at flexible work locations and times.Overall, this position offers a unique opportunity to join a dynamic team at a critical juncture. We are poised for growth and will provide the support, resources, and environment you need to thrive and build a rewarding career. If you're passionate about building relationships, excited to learn new things, and ready to contribute to our company's growth trajectory, we want to hear from you!Feel free to contact Lewis at Astute Financial on 0405307270 for a confidential discussion. Otherwise, send your resume by clicking on Quick Apply.
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