Found Description
Company Overview
This leading and growing financial services business has a track record of stability, innovation, and an inclusive culture. With offices across Australia, this firm offers a range of services including Wealth Management, Lending, Retirement/Lifestyle planning and Wealth Protection.
Role Overview
In this client-focused role, you will build and nurture trusted relationships, deliver holistic financial advice, and uphold the highest standards of professionalism and compliance. You will understand the clients’ goals and collaborate with in-house specialists to deliver an exceptional client experience.
Responsibilities
- Understand client needs and recommend appropriate strategies based on end goals
- Meet and hopefully exceed relevant internal Key Performance Indicators (KPI’s)
- Identify and pursue new client and business opportunities
- Meet the legislative, licensee and compliance r...