Very Competitive Salary Package and Bonus Structure Established and Growing Private Wealth division Design Complex Plans for Ultra HNW Clients Due to promotion , an opportunity has arisen as the HNW Financial Planner of a renowned Private Wealth Management division at a prestigious financial institution. As the Private Banking Financial Planner you will use your extensive experience as a Financial Planner to provide complex strategies to High-Net-Worth client's with FUM of $1 million upwards You will use your experience offering advice to HNW clients (not mums-and-dads) to service strategic investments , self managed super funds (SMSF), direct equities , key man insurance and other specialised wealth management instruments. Your financial planner experience will be combined with your passion for business development skills to build your client book , rather than simply servicing the existing clients. This is not a normal financial planning role , this is the peak of financial planning. By growing the business you will be rewarded by an above market base salary and competitive bonus structure with the long term option of purchasing your clients. Not only will your great base be supplemented by the bonuses but you will also receive the excellent benefits of working for a national institution. Located in the heart of St Georges Terrace you will have all the support you desire including reputation , paraplanning and a very strong referral network. To be successful in this role you will have:Advanced Diploma in Financial Planning 4-5 years financial planning experience (ideally HNW financial planner)Experience in designing complex strategies Exceptional relationship management skills A track record in surpassing sales targets This is an excellent opportunity to step into the exclusive world of Private Banking; as you focus your Financial Planner skills on building relationships with the highest earners in Perth. Call Chris Daw for a private discussion on 08 6466 3800 or click Apply NOW!

One of the industry's premier global wealth management firms , providing a full brokerage service to individual clients investing in both domestic and international equities and wealth management services including financial planning , margin lending and managed funds investments is now expanding its team and looking to employ a Client Services Associate. About the Role:A key function of the Dealer's Assistant role is the ability to work alongside and deal confidently with Financial Advisors , Financial Planners and their clients in a high volume , time critical environment. Duties include , but are not limited to:. Distribute new account documents and required notifications to clients Assign account numbers and provide FA and FPs with completed new account forms Arrange and assist with CHESS Authorise access and respond to client queries re website Coordinate client seminars , conferences and presentations Update and maintain client account files Process and monitor stock settlements Participate in department cross-training Skills / Requirements:You must be a fast learner with financial market knowledge that is extremely proactive and confident with the ability to attend client meetings with advisers or on their own.. Minimum 2 years experience within a stockbroking environment essential Excellent verbal and written communication skills Strong relationship-building skills Ability to work under pressure Extremely proactive and confident For further information please contact Emma Daly-Ronayne on (08) 9266 0932 quoting reference number: EDK465902. Web: www.robertwalters.com.au.

One of the industry's premier global wealth management firms , providing a full brokerage service to individual clients investing in both domestic and international equities and wealth management services including financial planning , margin lending and managed funds investments is now expanding its team and looking to employ a Client Services Associate. About the Role: A key function of the Dealer