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Private Client Adviser - Wholesale Advice

Profusion Group

A unique and exciting opportunity for a Wholesale Adviser to join an established international brand as they launch their Australian Advice division Company Overview Our client is a leading privately held global investment firm with over 90,000 HNW clients across a dozen countries in Europe & North America, and over $180 Billion in assets under management. With strong performance and growth over the last 4 decades, they are looking for strong Wholesale Advisers to join the team as they launch their Advice division here in Australia. Role Overview As a Private Client Adviser, you will be tasked with establishing and growing their Advice offering here in Australia with leads provided.

Working in an exclusive team you will collaborate with your colleagues and apply your natural 'hunter' style mentality to identify new opportunities for business development and prospective referral partners. Convert warm leads provided through internal teams; Meet prospective clients to identify their needs and goals; Maintain and grow referral partnerships to drive new business and grow your client book; Provide technically strong advice to key client segments; Ensure advisory standards, process and controls are adhered to; Provide a high level of service that matches client expectations. Skills & Experience Ideally minimum 5 Years' experience as a Financial Planner focused on wholesale advice; Degree qualified and on track to be fully FASEA compliant; Ideally CFP qualified; Demonstrated experience growing a client base; Positive can-do attitude, proactive, enthusiastic with a strong work ethic.

What’s On Offer This is an excellent opportunity to further progress your career within the Advice space. Our client is motivated, in a strong period of growth, and are offering strong opportunities for progression. To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Hagan Noronha on (03) 9602 9815 for more information.


Date06 April 2021

Location -

type Full Time

Salary -

Accounting & Finance Jobs


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