Asset Protection & Wealth Management Consultant recruitment
- Consulting/Advisory focus
- Revenue generating position
- Would suit Director/Partner level candidates in a professional services firm and/or corporate banking professionals
Numbers Executive is currently sourcing a senior finance professional with a strong appreciation for wealth management strategies and solutions for SME's and high net worth individuals.
Assuming the role of a Consultant, you will work with an established portfolio of clients to perform a diagnostic review of the clients structure, balance sheet and pl to identify any issues or gaps with respect to asset and wealth protection. Utilising the services of the group's specialists, you will manage the development of a risk mitigation plan to ensure protection of each clients long term wealth.
With a strong client service orientation, you will have previous experience gained in a professional services, investment management, financial planning or business banking environment. We are seeking an individual with a minimum of 10+ years of working experience and a considerable knowledge of Australian tax. Interpersonally, you will be a proactive individual who enjoys managing and cultivating client relationships.