Senior Manager | Product Development | Wrap recruitment
My client, A leading business in the Australian market is looking for a high performing Wrap product development expert to lead a team of product development specialists and drive product innovation, portfolio strategy and execution.The successful candidate will be accountable for; Developing and presenting the three year strategy for the platformDelivery of product enhancements and ad hoc projectsLiaising with investors, advisors and front line staff to ensure the delivery of customer focused enhancementsRepresenting the firm on external industry boards and developing relationships with key industry Read more […]
Financial Planner (Small & Emerging Business) – Norwest – NAB Financial Planning recruitment
Norwest – NSWSupport the growth and financial sustainability of Small Business’Fee for Advice’ ModelWe’re diverse – partnering with the entire small-to-medium enterprise (SME) business spectrum. NAB presents a key opportunity to work with a broad range of customers (from start-ups to small firms to medium-sized companies).Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing SME clients to achieve their lifestyle and financial goals. We have a far-reaching national footprint that includes retail branches with dedicated Financial Read more […]
Premier Relationship Manager- South Melbourne recruitment
Play a pivotal role in HSBCs expansion within Australia by joining our new South Melbourne branch as a Premier Relationship Manager.Reporting to the Branch Manager, this role will have a core focus on new to bank relationship building and management.As a Premier Relationship Manager, you will be responsible for the management and expansion of an existing, growing portfolio of customers. The target market is the High Net Worth and Professional area, focusing on portfolio style management with a wealth creation and multi product emphasis.You will have the ability to recognise needs, develop relationships Read more […]
Premier Investment Relationship Manager – QLD recruitment
Premier Investment Relationship Manager Sunnybank Branch, QLD As a Premier Investment Relationship Manager, you will be responsible for the management and growth of a portfolio of valued HSBC clients to deliver targeted sales of HSBC products, specifically including Structured Investments, Dual Currency Investments and Deposits. It requires the development of strong relationships and building trust with valuable bank clients on the back of your product knowledge, your professionalism and your commitment to these clients. This role requires an individual with a strong sales performance drive who Read more […]
Personal Financial Adviser- salaried channel recruitment
Leading Financial Services organisationExcellent long term opportunitiesNorth Sydney locationAn opportunity exists for an experienced Adviser or Associate Planner looking to move into a full advisory role to provide ongoing client service financial advice to an existing client base. This includes writing new business and servicing and updating existing business for investment and risk products. You will be responsible for:Managing a portfolio of clients and providing service, financial advice and ongoing communication Responding to client queries within agreed service standards Respond to enquiries Read more […]
Head of Compliance – Independent Financial Planner $150k recruitment
This market leading financial planning and advice network requires a senior compliance manager to head their small compliance team. The role will involve providing advice and guideance to the business and associated advisors in order to satisfy all external regulatory obligations and internal compliance standards. The role will also be responsible for managing the existing advisor-level audit framework. Duties will entail – To consider the implications of legislative and regulatory requirements on the operation of the financial planning and advice business and implement compliance monitoring procedures Read more […]
Senior Paraplanner – Melbourne recruitment
Leading Financial InstitutionMelbourne CBDto $75K + super + incentivesGreat opportunity to move into a Senior Paraplanner role and work on complex plans and HNW clients with one of Australia’s reputable financial institutions. The key purpose of this team is to provide quality Paraplanning services to financial planners and the provision of strategic input to produce Statements of Advice(SOA’s). The role is part of a centralised Paraplanning team and will therefore contribute to the overall strategy and business delivery of the team. You will be required to:Actively promote Paraplanning services Read more […]
Financial Planner – Phone Based recruitment
Green Field OpportunityCollins Street LocationLong Term OpportunitiesAs a leading mortgage aggregator this company is renowned for the ability to provide mortgage managers and mortgage brokers with a business edge over rivals. As part of a focused campaign to implement a wealth management division within this aggregator, a position exists for a phone based advisor to harvest relationships with aligned mortgage brokers, take leads and give advice on a range of products with an emphasis on risk.As the successful candidate you can demonstrate completion of RG146 and experience working in a phone based Read more […]
Premier Relationship Manager- Joondalup recruitment
As a Premier Relationship Manager, you will be responsible for the management and expansion of an existing, growing portfolio of customers. The target market is the High Net Worth and Professional area, focusing on portfolio style management with a wealth creation and multi product emphasis.You will have the ability to recognise needs, develop relationships with customers, and enhance the potential value of these relationships. You will be pro-active, with the ability to source new business and achieve challenging objectives. Highly customer focused, you will be committed to meeting customer expectations, Read more […]
Relationship Manager recruitment
Relationship Manager – Up to 95K package + bonusesLeading bank, unmatched benefitsMarket leading product portfolioThis is an opportunity to join this leader in banking and financial services where you will be working along side some of the most knowledgable and experienced professionals within the market. This bank offers a level of service that is unmatched within the market and that offers a career where you will be developed and valued long term. In joining this team of polished individuals you will be managing a portfolio of customers where you will be a trusted in being an experienced specialist Read more […]