-Very Competitive Salary Package and Bonus Structure
-Established and Growing Private Wealth division
-Design Complex Plans for Ultra HNW Clients Due to promotion, an opportunity has arisen as the HNW Financial Planner of a renowned Private Wealth Management division at a prestigious financial institution. As the Private Banking Financial Planner you will use your extensive experience as a Financial Planner to provide complex strategies to High-Net-Worth client's with FUM of $1 million upwards You will use your experience offering advice to HNW clients (not mums-and-dads) to service strategic investments, self managed super funds (SMSF), direct equities, key man insurance and other specialised wealth management instruments. Your financial planner experience will be combined with your passion for business development skills to build your client book, rather than simply servicing the existing clients. This is not a normal financial planning role, this is the peak of financial planning. By growing the business you will be rewarded by an above market base salary and competitive bonus structure with the long term option of purchasing your clients. Not only will your great base be supplemented by the bonuses but you will also receive the excellent benefits of working for a national institution. Located in the heart of St Georges Terrace you will have all the support you desire including reputation, paraplanning and a very strong referral network. To be successful in this role you will have:
-Advanced Diploma in Financial Planning
-4-5 years financial planning experience (ideally HNW financial planner)
-Experience in designing complex strategies
-Exceptional relationship management skills
-A track record in surpassing sales targets
This is an excellent opportunity to step into the exclusive world of Private Banking; as you focus your Financial Planner skills on building relationships with the highest earners in Perth. Call Chris Daw for a private discussion on 08 # # or click Apply NOW!
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