Financial Adviser - Sydney
Core
Deliver high-quality financial advice to High Net Worth (HNW) clients, develop new client relationships, and assist in meeting their financial goals.
Role type
Senior Financial Adviser (HNW)
Builds
Personalized financial plans and strategies for HNW clients
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning concepts, Financial planning legislation and regulations, Financial planning software, Client relationship management, Financial plan review and approval, Client communication
Preferred skills
Mentorship of client experience teams
Responsibilities
Provide accurate and timely advice to existing HNW clients, Proactively develop new client relationships, Apply knowledge to help meet client's financial goals, Review and approve financial plans, Present financial plans to clients, Respond to client enquiries, Assist in preparation of research and documentation, Supervise the advice process internally, Provide guidance and mentorship to the client experience team