Executive Financial Planner – Private Bank recruitment

THE CLIENT:

Our client, a leading financial institution, currently has an exciting opportunity to join their financial planning team within their Private Bank division. If you believe in working as a team, really getting to know your clients and always making the extra effort to ensure you deliver a very personalised service then we would like to speak with you.

THE OPPORTUNITY:

This role will see you offer individualised service to High net worth and Ultra high net worth clients. You will service them with a range of advice covering off on local tax, investment and superannuation issues, ensuring they protect and further build their wealth, effectively structure their investments and balance competing business and wealth demands.

Your ability to understand and engineer complex strategies will be paramount to your success in this role.

YOUR DETAILS:

 - Minimum of 10 years experience at an advisory level
 - Demonstrable experience dealing with HNW/UHNW clients
 - Passionate about providing quality personalised advice

- Industry related Degree

- CFP Qualified (ADFS minimum)

CONTACT DETAILS:

To apply, please send your CV quoting reference 15446 by clicking on the appropriate link, or for more information or a confidential discussion, please call Gavan at Marks Sattin on +61 03 8677 6703.