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Senior Client Adviser

Job Title: Senior Client Adviser
Contract Type: Permanent
Location: Melbourne, Victoria
Industry:
Salary: Up to AU$200000.00 per annum
Reference: 204134_1593992683
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: July 06, 2020 09:44

Job Description

This key role within a private banking team requires a high quality individual with extensive experience in engaging with HNW wholesale clients, and delivering exceptional service in line with business best practice.

About the role

This role includes but is not limited to the following responsibilities;

  • Responsible in servicing high value book of executives and high income individuals
  • Provide exceptional service to wholesale clients, delivering high quality advice focused on best interests of clients
  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies
  • Engage and maintain client connections with internal referral partners
  • Contribute towards process improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide advice to a range of HNW clients in wholesale space with a strong focus on investment markets
  • Provide ongoing training on investment markets, including derivatives to a team of private bankers


About You


To grow and be successful in this role, you will ideally bring the following:

  • 8+ years financial planning experience
  • Experience engaging with executives and high income individuals
  • High technical understanding of investment markets including derivatives and ability to convey key messages to both internal and external stakeholders
  • Completion of Diploma in Financial Planning
  • Relevant Degree or Graduate Diploma
  • Completion of FASEA exam
  • Experience in delivering complex advice to HNW clients
  • Strong networking skills and ability to communicate effectively, verbal and written
  • Experience with internal stakeholder management
  • Strong ability to provide training to private banking team

To find out more about this amazing opportunity hit 'apply for this job', contact Adrian O'Donnell on 0402 030 906 or adrian.o'donnell@porterallen.com.au