Financial Advisor Leader
17 hours ago
The Recruitment Council seeks a skilled Financial Advisor Leader to join their team. As a key member of the organization, you will be responsible for managing and growing a portfolio of high-net-worth clients. Your comprehensive wealth planning skills, strong client relationship management, and ability to drive financial planning practice within the business will be highly valued.
Key Responsibilities:
- Develop tailored wealth plans that cater to investments, risk, business, and fiduciary matters.
- Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
- Conduct regular client reviews to ensure alignment with evolving financial needs.
- Maintain compliance with regulatory requirements.
- Collaborate across business divisions to enhance client services.
- Manage practice operations to ensure business efficiency and client satisfaction.
Qualifications:
- Matriculation (CFP designation preferred).
Experience:
- At least 3 years in investment and insurance sectors.
Estimated Salary: $120,000 - $180,000 per annum,
Skill Requirements:
- Strong investment and product knowledge
- Excellent communication and time management
- Ability to manage a financial practice within a larger business
- Resourceful, client-focused, and highly proactive
- Familiar with regulatory and compliance requirements
- Strong analytical skills and FUA management track record
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