• Based in the CBD
• Manage and grow a portfolio of High Net worth clients
• up to $90K + super + lucrative bonus

Your RG146 certification, and experience as a Relationship Manager or Financial Planner within a boutique or bank environment will open the door to a great opportunity to build and manage your own portfolio of High Net Worth clients and their wealth/financial planning requirements

The Role

• Servicing a portfolio of High Net Worth clients
• Execute strategies to grow your portfolio
• Cross-sell other products of the firm across wealth management, life insurance etc
• Building a portfolio of clients in your network / region using the internal networks and external referral partners

To be considered for this role, you must have

• A completed or soon-to-be-completed RG146 Certification
• At least 12 months Relationship Management or Portfolio Management experience within financial services, servicing High Net Worth clients.
• Financial planning experience will be highly regarded, either as a Client Manager or Associate planner
• Strong knowledge of both wealth management and traditional financial services products
• Proven experience in developing and managing client relationships
• Excellent communication and presentation skills

In return, the successful person will be offered a base salary of up to $90K + super + annual bonus, as well the opportunity to work for a large organisation that can offer excellent career progression.

If you feel that you meet the above selection criteria for this role then please APPLY NOW for an immediate review of your resume.