This is an excellent opportunity to join the private investment area of a large and dynamic corporation which provides exclusive wealth management and banking services to their high net worth clients.

 

As part of this highly experienced team of advisers you will be responsible for providing complex investment advice to clients and ensure that clients achieve their financial goals. You will also introduce the clients to other products and services such as taxation, investments and superannuation legislation and ensure that a professional and personalised service is provided at all times. The ability to build and maintain strong working relationships with clients and provide the appropriate advice for their particular financial needs.

 

To be successful you must have a demonstrated background in a private banking environment as a financial planner with many years experience in dealing with high net worth clients.

A relevant tertiary qualification together with Advanced Diploma of Financial Planning together with strong business acumen and communication skills.

 

For more information please call Liz Medwin in confidence - 03 8319 7835 (direct) or email your details to lmedwin@lloydmorgan.com.au