Job details

Listed 22 March 2010
Wealth Management Associate
Sydney
This renowned and cutting edge wealth manager has a reputation for providing comprehensive financial advice. Currently this organisation is undergoing significant growth as they expand their services into new markets.

At present there is an opportunity for a well presented and spoken individual with a genuine interest in and knowledge of investment markets and investment management.

Your prime responsibilities will include managing telephone and written enquiries and requests from advisers, financial planners and clients. You will be required to proactively build and manage relationships through the provision of information relating to the performance, research and benefit of products, alteration of policies, methods of payment, complaint handling, policy cancellation and withdrawals.

The ideal candidates will posses the following skills and attributes:

  • Wealth management experience
  • RG146 compliance
  • Client and Adviser service experience
  • Superior communication (written and verbal) and interpersonal skills
  • Excellent problem solving skills
  • Determination and motivation to succeed in the financial services industry

You will be extensively trained in the organisation's diverse range of products, giving your career an extensive boost. You will openly embrace a culture of innovation; have an insatiable drive for results and a thorough appreciation of collaboration in a robust team environment.

If you are a determined and customer focused individual, who enjoys people contact and working in team environment apply now. In return our client offers a competitive salary package and some exceptional staff benefits.

To apply please send your resume to Justin at jbaratta@alliancerecruitment.com.au

Industry: Other Sector: Private
Profession: Insurance & Superannuation Work Type: Full Time
Role: Other
Reference Number: SYDFJB81146
Nearest Transport:
Contact Details:Justin Baratta, jbaratta@alliancerecruitment.com.au

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