About the Company Major Bank with an extensive presence across retail and affluent individuals and families via multiple channels including retail and business banking. A market leader in innovation and change makes this a desirable workplace, attracting the best of the best. Their advice offering and approved product list demonstrates flexible characteristics particularly around insurance which is essential particularly where the advice typically begins off the back of a debt requirement in these segments.
About the Role Develop strong relationships with customers by providing holistic advice across the commercial sector. The successful appointee will benefit from having experience in building strong internal referrer networks and sound financial planning skills.
Undertake quality consultative conversations with customers to understand their needs and provide strategic holistic advice
Ability to coach internal and external referral partners
Assist customers with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
Strong commercial acumen and an ability to build long term relationships with internal stakeholders and customers
Skills & Experience
FASEA Approved Bachelor Degree
Proven track record in providing holistic financial advice
Demonstrated ability to coach and mentor referral partners
Strong attention to detail and maintain excellent compliance standards
Team player with natural energy and drive
Culture & Benefits Energetic and collegiate environment that values team and individual success. Benefits include extensive discounts on banking products and services, community days and access to unparalleled career pathways domestically and abroad.
For more information you can call Zoe Van Beek in our Melbourne office on (03) 9918 0993 quoting Job Reference 512182 or alternatively, apply here to register your interest.
Internal Number: 5635592
About Aston Carter AUS
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