wealth advisor in Inner Suburbs Perth

Inner Suburbs Perth, Western Australia
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job description

This organisation is a leading bank that offers a diverse range of products and services with a reputation for delivering value and outstanding customer service.

Due to growth, they now seek an experienced Wealth Adviser to join their team to engage new and existing clients. The primary focus of this position is to provide thorough assessments of client’s financial situations, consult on all available options in line with needs and implement market leading, tailored solutions.

The key requirements of this position include, but are not limited to:

  • Apply a market leading, tailored customer service approach to clients
  • Educate clients on the banks capability and value proposition
  • Provide sound strategic and transactional advice inline with Australian regulatory context
  • Support the wider team by sharing advice and cross referral activity
  • Ensure all activity is performed in line with the banks risk management framework
  • Generating leads and referrals
  • Meeting all targets and KPI’s

To be successful:

  • Possess tertiary qualifications in Financial Planning
  • Other tertiary qualifications such as RG 146 are highly desirable
  • Excellent customer service skills and proven ability to build strong relationships
  • Excellent sales acumen and business development ability
  • Strong compliance record
  • Excellent communication and presentation skills
  • A team player who will contribute to the wider success of the business
  • Strong account and record management ability
  • Proven experience with using financial planning software
  • Driven to achieve excellent results
  • Excellent organisational skills with the ability to prioritise and manage workload
  • High level attention to detail

apply now