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Private Wealth Manager
- Sophisticated Wealth Management Opportunity
- Dynamic and Leading Financial Insitution
- Attractive Salary & Bonus Structure
Are you seeking an award winning organisation, whose goal is to provide exceptional personal service to their clients and access to their complete wealth and banking service offering?
The Private Banking division of this reputable institution is an established and progressive business unit . The division is renowned for their clear focus and innovative strategic initiatives and aims to establish new performance bench marks within the industry. A high performing, professional and friendly culture, which is immensely rewarding awaits the appropriate individual.
Reporting to the State Manager you will be accountable for advising private clients on a diverse range of investment and lending products, developing dynamic and tailored financial strategies to ensure the client's ongoing prosperity. You will focus on managing, growing and protecting your client's wealth through each stage of their life.
Upon joining this organisation, you will manage and develop a portfolio of clients. The key to your success will be your natural intelligence, charisma and the service you provide to each client, as well as your ability to grow the existing business and develop new opportunities.
Your product knowledge will span insurance, retirement planning, managed funds and exotic or structured investments and lending. To succeed in this role you will posses private banking experience and an established network of clients and business referral contacts. Your ability to plan strategically and develop new avenues of business coupled with relevant industry qualifications will be highly advantageous.
We are seeking expressions of interest from candidates who offer a blend of lending and wealth creation experience, and a record of high achievement in the private banking sector. An appealing and competitive salary package awaits the appropriate individual.
To secure an interview for this outstanding position, please send your confidential resume immediately to Justin Baratta by email jbaratta@alliancerecruitment or call Justin for a confidential discussion on 8295 3050. All enquiries will be handled with the utmost discretion.
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