wealth consultant in Sydney CBD

apply now

job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
au$ 72,000 per year
reference number
90M0362656_1538265609
contact
nayomi siriwardane, randstad
apply now

job description

  • Build your Wealth Management career with in a big four bank
  • Experience in advising across a Wealth Platform
  • Office in Sydney CBD by the Harbour

As a subject matter expert, drive advice across Superannuation, Insurance and Investment, within the wealth management arm of a big four bank.

Your new company

Delivering advice to ensure the best financial future for your customers, is at the heart of your team’s practice. Keeping customers at the forefront of service, your team provides guidance and access to quality advice across Superannuation, Insurance and Investment. Educate customers, financial planners and partners to make informed decisions towards financial wellbeing.

Your new role

  • End to end handling of customer requests and issues and follow up
  • Relationship management of internal and external stakeholders through provision and sharing of best practice
  • Offer solutions to existing and new clients across life insurance, superannuation and investment products
  • Maintain up to date knowledge of industry compliance, policy and RG146.

Your skillset and experience

  • Relevant banking experience in Wealth, Financial Planning and/or Advice
  • Customer service / customer relationship management experience
  • Relevant tertiary qualification is desirable

Your benefits

Shape your career within one of the Big 4 banks and enjoy opportunities beyond this role. Your new team is a high functioning team that values performance based on integrity and quality. Enjoy the convenience of office just minutes from public transport.

Your next step
To launch your career, click ‘apply now’ or contact Randstad Recruitment on 8215 1037.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

wealth consultant, wealth management, superannuation, investment, financial planning

qualification

RG146

educational requirements

Secondary School/High School