Premier Relationship Manager – Bondi recruitment
Premier Relationship Manager – Bondi This is an excellent opportunity for an experienced Relationship Manager with lending and portfolio management experience to join the worlds local bank. This role will offer outstanding career development, with a focus on training, building branch networks and relationships, and work life balance. 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 sector, focusing on portfolio style management with a wealth creation Read more […]
Relationship Manager HNW Clients – Mandarin / Cantonese Speaker recruitment
Relationship Manager HNW Mandarin/Cantonese Our Client, a Major Australian Bank is seeking a HNW Relationship Manager for its busy CBD Branch. Mandarin / Cantonese SpeakerThe Role:- Manage a portfolio of customers by building relationships as a trusted advisor.- You will source new Clients through your own or the Bank’ s Marketing initiatives.- You will actively refer customers to the appropriate Banking segments as required.- A background in Banking with an Australian Bank is desirable or the desire to learn Personal Banking and Lending.- CBD position – Candidate must speak Mandarin Read more […]
Senior Financial Planner- Mandarin/Cantonese speaker Sydney recruitment
Senior Financial Planner Mandarin / Cantonese Sydney OTE $400K plus We are seeking an experienced Financial Planner with at least 5 years proven track record.Existing Network and Ties to the Asian community an advantage.This financially and professionally rewarding role will service a portfolio of HNW clients built from your own connections and network and supplemented by high quality referrals from the Banks various marketing arms.This is a unique opportunity to focus on the Asian market for Financial Planning backed by a Multinational Bank with a vast range of products. To be considered Read more […]
Assistant to Team Leader- Pensions recruitment
Close to public transport/ parking availablePotential supervisory responsibilitiesWell above market salary and fantastic benefitsThis organisation has carved a unique name for themselves in the Australian market as a superior service provider and ’employer of choice’. Their offering is unique and extremely competitive and has received numerous accolades and recognitions. This is a fantastic role, working with a team of experienced individuals with responsibility for providing and managing pensions insurances for members. Your role will be challenging and rewarding, key responsibilities will include Read more […]
Private Banker recruitment
A Prestigious Melbourne based Private Bank is seeking and experienced banker to join their team. We represent one of Australia’s most prestigious Private banks who not only have a reputation for excellence but are well known for developing strong careers in Melbourne and throughout Australia. Due to an internal promotion a role now exists for a private banker to join this successful team in Melbourne. You will work with established clients, and those who will be referred through to you for you to build a new relationship with the organisation. You will meet with clients, understand their Read more […]
Practice Manager – Premium Financial Services recruitment
$130K – $150K + Super + BonusGreat Brand IconOpportunity for RecognitionThis well established bank is looking for a practice manager to manage a team of HNW planners. Current experience managing a team of planners is essential. This expanding banking organisation is looking for a practice manager to be involved in their development plan. Possessing a strong client focus and vibrant attitude they are an organisation that you want to work for. Managing a team of HNW financial advisers this role will have a strong focus on development, coaching and training. You will be instrumental Read more […]
Business Banking BDM – Melbourne CBD recruitment
Do you want to work somewhere that values your contribution and you can avoid a lot of bureaucratic red tape, make a difference to the bank – but also to your clients? Look no further, this organisation has all the support of a big bank, without the big bank feel!!Our client is looking for a successful Business Development Manager in their Business Banking arm where you are responsible for a pure customer facing role dealing with SME clients. You are responsible for developing a non-broker referral network, utilising your current market relationships and knowledge as well as developing the wider Read more […]
Senior Compliance Analyst-Wealth Management recruitment
A Senior Analyst role has become available for an outstanding candidate with a background in wealth management compliance. The primary focus of this role is to assist the Head of Compliance with the day to day compliance responsibilities in relation to financial planning, superannuation and stock broking. Other duties include but are not limited to;- Dealing with all regulatory change in accordance with internal and external partners- Reviewing all marketing materials such as statements of advice and product disclosure statements- Ensuring all staff remain up to date with compliance training and Read more […]
Senior Financial Planner recruitment
Inner Eastern LocationBroad APLFull Paraplanning SupportThis boutique firm is dedicated to providing tailored solutions to a range of clients through the provision of accountancy, business advisory and financial planning advice.Through continued success an opportunity now exits for a financial planner to join the team and move forward within this organisation.You will have proven experience as a financial planner and a technical background demonstrated through the completion of ADFP, although CFP status is seen as a distinct advantage. You will have a track record of success within financial planning Read more […]
Strategic Initiatives Manager – Superannuation & Investments (12 month contract) recruitment
Leading provider of financial servicesSydney CBD based$150K+ (12 month contract)Great opportunity for a SME in Super Investments to join this reputable financial services organisation and drive their customer experience strategic initiatives in relation to impending industry legislation changes. You will focus on developing this organisations service excellence for their wealth business through innovative service solutions, process design efficiency, and aligning the administration processes for scalable growth More specifically you will: Provide subject matter expertise for existing proposed Read more […]