Marsh McLennan
Senior Financial Adviser, Perpetual Wealth Management
SeniorFull-timeHybridMelbourne VIC, AustraliaFinanceProfessional servicesCustomer successPosted 2 days ago
About the job
The Senior Financial Adviser position at Perpetual Private is an exciting opportunity to join a dynamic team dedicated to delivering exceptional service to clients. This job plays a crucial role in ensuring clients receive tailored financial advice while adhering to compliance guidelines. The team values collaboration and innovation, creating a supportive environment where everyone can thrive.
You'll be responsible for
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Preparing and presenting financial plans
Prepare and present strategic financial plans to prospective clients and provide ongoing reviews to existing clients.🧠
Providing expertise and support
Provide expertise and support to a specific business segment, ensuring clients receive exceptional service.🌱
Supporting business development
Support the development of new business by completing prospecting activities and converting leads.What we're looking for
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7+ years in financial services
Demonstrated experience in financial services industry.View fit
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FASEA relevant degree
Possession of a degree eligible for Authorised Representative.View fit
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Strong relationship management skills
Proven ability to build and maintain client relationships.View fit
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