Global Wealth Manager - Sydney for Expats

Click and Connect Online Limited; Sydney; Presencial; AUD 90 000 - 150 000; Tempo integral

Resumo da oferta

Click and Connect Online Limited, a pioneering independent financial advisory consultancy, seeks a Wealth Manager in Sydney to deliver bespoke wealth management services to expatriates and local clients. You will assess and advise on financial objectives, including Lump Sum Investing, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax planning.

Ideal candidates have experience as Independent Advisors or Wealth Managers and are committed to pursuing Level 4 UK

Qualificações

• Master’s degree required.
• Experience as Independent Advisor or Wealth Manager or ready to advance in career.
• Encouragement to pursue Level 4 UK financial planning qualification; preference for those with Level 4 already.

Responsabilidades

• Advise clients on medium- to long-term financial objectives and tailor solutions to nationality and location.
• Collaborate with marketing, coordination, and paraplanning teams to support daily client interactions.

Conhecimentos

Excellent communication

Sales capabilities

Entrepreneurial spirit

Formação académica

Master’s degree

Descrição da oferta de emprego

Click and Connect Online Limited, a pioneering independent financial advisory consultancy, seeks a Wealth Manager in Sydney to deliver bespoke wealth management services to expatriates and local clients. You will assess and advise on financial objectives, including Lump Sum Investing, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax planning.

Ideal candidates have experience as Independent Advisors or Wealth Managers and are committed to pursuing Level 4 UK