Premier Financial Planner – Bondi / Maroubra recruitment
Bondi 3
days per week
Maroubra 2
days per week
Some careers
open more doors than others.
If you're looking for a
career that will unlock new opportunities, join HSBC and experience
the possibilities.
Sales, Distribution and Business Development plays a vital role in
meeting customer needs by offering the right products through the
right channels to the right customer segments, thereby maximising
value and business revenue. Responsible for achieving sales and
revenue targets and implementing distribution strategy, the team
drives the delivery of market leading retail customer
experiences.
We are currently seeking a professional and high performing
individual to join our Bondi and Maroubra branch in
this dual branch role as a Premier Financial Planner. With a focus
on high net worth clients, this high profile role with play an
essential part in the growth of HSBC Australias wealth management
business through the provision of service excellence that inspires
customers to choose HSBC solutions for their financial needs.
A HSBC Premier Financial Planner is responsible for developing and
growing a profitable client base by providing specialist advice in
areas of insurance, products, bonds, share trusts, funds,
debentures, superannuation, leverage borrowing and other investment
strategies appropriate to clients needs and objectives.
Your main responsibilities will include, but are not limited
to:
- Developing and maintaining diverse client relationships through
effective portfolio management. - Proactively identifying the best possible advice and
appropriate product selection to match client needs. - Driving an effective sales culture to achieve sales and revenue
targets - Managing sales activity and promoting cross-selling
opportunities by actioning, progressing and tracking sales leads
and referrals generated by other bank staff. - Planning and reviewing Business and Marketing Plan in alignment
with market conditions and HSBC Strategic Direction. - Providing superior customer service and ensuring customer
complaints are handled promptly.
Skills
To be successful in
this role, you will need:
- Relevant tertiary qualification.
- Advanced Diploma in Financial Planning (RG146)
- CFP highly beneficial
- A minimum of 3 years experience within Financial Planning
managing your own portfolio of high net worth clients. - A demonstrated track record of achieving sales and revenue
targets. - Sound knowledge of regulatory guidelines.
- Strong communication and interpersonal skills, including the
ability to work effectively in a branch environment.
In return, you will be
rewarded with access to excellent training and development, diverse
career development opportunities, and to be a part of a supportive
and high performing team.
You'll achieve more when you join HSBC.
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