phone based bdm - wealth in Sydney CBD

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job details

sydney cbd, new south wales
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job type
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jeremy oconnor, randstad
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job description

Our client is an International investment bank with a reputation for Excellence. Highly regarded and well respected in Australia and around the world, this organisation is well known for providing clients with high levels of service through innovative products and a unique value proposition. In addition to a strong brand, they possess a reputation of great culture, where hard work is recognised and entrepreneurship is encouraged.

In this role you will work in a collaborative environment and deal with HNW clients, assessing their goals and needs to service them better. You will be promoting wealth products and provide Financial Planners with high quality referrals. The scope of advice will be holistic with a main focus on investment and managed funds.

You will need to be RG146 compliant with a minimum of 3 years experience in the wealth management industry (preferably in a phone based role). You will have excellent sale and relationship building skills and will believe in the value of advice and doing the right thing by your clients. The right person will be rewarded with an excellent salary package, great career development opportunities within the business and will get to work in a fun and collaborative environment.

To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Jeremy O’Connor on 02 8298 3808 or email


Sales, Business Development


RG146, tertiary degree