Senior Financial Investment Adviser

Senior Financial Investment Adviser
Company:

Bentley Recruitment



Job Function:

Finance

Details of the offer

About the company:
This is an exciting and unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane.
This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients.

About the role:
We are seeking a Senior Financial Adviser who has strong experience dealing with investment advice, wealth management, and/or stockbroking. Ideally, you will have a client base, or book of clients to bring with you, with the outlook for more clients to be handed to you. There is the future opportunity to become a shareholder within the business.

Benefits: Operate on a 9 day fortnight Generous bonus structure Opportunity to become a shareholder/equity partner Above market base salary Little to no BD/sales involved Professional working environment with a respectful team Duties: Ideally, transfer and manage your own book of clients Manage and build relationships with clients allocated to you Conduct regular meetings, providing wealth management and investment advice Create strong relationships with clients, ensuring you provide a genuine, quality service Collaborate with the team, assisting each other with the workload and research Skills & experience: Ideally coming from an investment or stockbroking background Experienced with investment platforms Ability to build rapport with clients Completed or working towards FASEA educational requirements Passed FASEA exam Growth driven, have a desire to succeed Exceptional communication skills Ability to work well within a team environment How to apply:
Click APPLY, or send your resume through to Scott Munro at ******
Alternatively, contact Scott on 0468 496 046

Please note, only shortlisted candidates will be contacted.
#J-18808-Ljbffr


Job Function:

Requirements

Senior Financial Investment Adviser
Company:

Bentley Recruitment



Job Function:

Finance

Senior Business Banking Manager, Brisbane Qld

Senior Business Banking Manager, Brisbane QLD Account & Relationship Management (Banking & Financial Services)At ANZ our purpose is to shape a world where pe...


From Anz - Queensland

Published 19 days ago

Senior Accountant

WFH 2 days per week! | Flexible work-schedule | Parking nearby!Bonus annual leave after 5 years | Bonus scheme yearly!Paid CA/CPA membership | Paid CA/CPA su...


From Abacus Human Capital Pty - Queensland

Published 19 days ago

Senior Accountant

Business Services & Corporate Advisory (Accounting)If you are seeking a fresh challenge and the opportunity to embark on your career within one of Brisbane's...


From Lynk Talent Pty Ltd - Queensland

Published 19 days ago

Head Of Finance & Operations

General/Business Unit Manager (CEO & General Management)Join a leading residential College dedicated to creating a safe and inclusive environment for emergin...


From Talentpath - Queensland

Published 19 days ago

Built at: 2024-05-20T21:09:00.373Z