Sydney NSW
|
Job Type: Full Time
One of Australia's leading financial services organisations is currently seeking to add to their highly successful Private Wealth division as a result of business growth. As a Private Wealth Manager you will be responsible for managing a portfolio of high net worth clients taking ownership and responsibility for clients investment strategies. This will be a wholly client service focused role that will demand the Manager to build, maintain and grow client relationships. Clients will come from a varied and diverse background and so you will be required to develop a deep and thorough understanding of each individual client and their associations with the company. Key outcomes of the role will be to make recommendations to clients with respect to their investment strategies, to conduct discretionary investment and to complete investment administration work. In addition you will be required to proactively visit clients and to manage ad hoc individual administration work. The...
|
Hays Banking
|
03 Jul, 2009
1
|
Sydney NSW
|
Job Type: Contract
Client Services super stars needed to join this leading bank!
|
Lloyd Morgan
|
03 Jul, 2009
1
|
Brisbane QLD
|
Job Type: Full Time
Excellent opportunity to join one of Australias lead financial services organisations in this newly created BDM role, selling their deposit products.
|
QPL
|
03 Jul, 2009
1
|
Sydney NSW
|
Job Type: Full Time
This major player in the Banking and Investment Industry is seeking a Financial Planner with at least 3 - 5 years experience. They deal with HNW clie
|
QPL
|
03 Jul, 2009
1
|
Adelaide SA
|
Job Type: Full Time
Time for a sea change? Looking for a new challenge? If you have at least 3 years financial planning experience, we would love to talk to you about th
|
QPL
|
03 Jul, 2009
1
|
Melbourne VIC
|
Job Type: Full Time
This client is one of Australia's leading banks. Currently experiencing huge success and growth in the corporate sector, they are seeking an experienced business development manager to provide specialist knowledge and experience of margin lending products. Working closely with the retail and private banking division, the main purpose of the role will be to identify new business development opportunities for margin lending. This will be achieved by the development and implementation of a sales strategy for the margin lending product line, specifically towards the financial planning channel which encompasses private bank? . The main responsibilities of this role will include: Developing a strategy to promote and raise awareness in the market place of the margin lending product line. Ensuring profitability of the product Maintaining high levels of customer satisfaction. Training and mentoring of more junior staff members Implementation of sales strategy ...
|
Hays Banking
|
03 Jul, 2009
1
|
Sydney NSW
|
Job Type: Full Time
Working closely with the private banking division, the main purpose of the role will be to identify new business development opportunities for margin lending. This will be achieved by the development and implementation of a sales strategy for the margin lending product line, specifically towards the Stockbroking and Etrade channel. The main responsibilities of this role will include: Developing a strategy to promote and raise awareness in the market place of the margin lending product line Ensuring profitability of the product Maintaining high levels of customer satisfaction Training and mentoring of more junior staff members Implementation of sales strategy Identification of new distribution channels The ideal candidate will have a comprehensive exposure to margin lending and other financial services products. You will have an excellent track record of solutions orientated sales and business development success....
|
Hays Banking
|
03 Jul, 2009
1
|
Perth WA
|
Job Type: Full Time
As a result of outstanding business performance and growth, this Global Leader in Banking and Financial Services are looking for an experienced Client Service Officer to join their team. The Client Service Officer is primarily responsible for performing the tasks that comprise the after sales service offering to clients, thereby contributing to the ongoing client relationship. The main focus of the role is to provide quality service and maximise client retention and referral. The Client Service Officer needs excellent relationship management, secretarial and administrative skills. You must have experience dealing with Insurance, Investments and Superannuation within a banking environment. Your role will be varied and exciting, working in a fast environment and within the Finance Industry. Should you wish to be considered for this FANTASTIC role, please e-mail your cv to bank.perth@hays.com.au or contact Michelle Nicholls on 08 9324 2353 for further queries.
|
Hays Banking
|
03 Jul, 2009
1
|
Perth WA
|
Job Type: Full Time
As a result of outstanding business performance and growth, this Western Australia owned Financial Planning company are seeking a Financial Planning Assistant to join their successful team. The Financial Planning assistant is primarily responsible for performing the tasks that comprise the after sales service offering to clients, thereby contributing to the ongoing client relationship. The main focus of the role is to provide quality service and maximise client retention and referral. The assistant needs excellent relationship management, secretarial and administrative skills. You must have experience with dealing with Insurance, Investments and Superannuation within a banking environment and ideally have worked with XPlan. Your role will be varied and exicting, working in a fast environment and within the Finance Industry. You must also be flexible to travel interstate occasionally. Should you wish to be considered for this FANTASTIC role please e-mail...
|
Hays Banking
|
03 Jul, 2009
1
|
Sydney NSW
|
Job Type: Full Time
Rare opportunity to join a leader within advertising and media. This role will see you overseeing some of the most exciting brands in fin services
|
s2m Digital Recruitment
|
02 Jul, 2009
2
|