Senior Risk Advisor Private Clients
- Senior Risk Advisory Role
- Unlimited Earning Potential
- Ultra-HNW Clientele
Our client is one of Australia's Premier Financial Services organisation's, which has transformed its reputation in the market with a real commitment to providing holistic, tailored advice to its customer base. Their private client division has access and relationships with some of the wealthiest individuals in the market, and has the opportunity for a senior, proven risk advisor to step in and develop their revenue stream in this area.
To be successful in this type of role, you will need to be able to demonstrate the following:
To have a confidential discussion about this role or other investment and financial advisory opportunities with a trusted advisor, please call Mark Fradkin on 8399 9309. Alternatively you can send your application directly online. Click the apply button.
To be successful in this type of role, you will need to be able to demonstrate the following:
- Proven sales & business development results within risk advice.
- Exceptional relationship management skills, and the ability to build authenticity with internal banking referral sources
- A commitment to continuous learning and development, with DFP/CFP qualifications as a minimum
- Strong commercial acumen, and an understanding of the behaviours required to build a successful book of business.
To have a confidential discussion about this role or other investment and financial advisory opportunities with a trusted advisor, please call Mark Fradkin on 8399 9309. Alternatively you can send your application directly online. Click the apply button.
Visit us at www.marshallmcadam.com.au


