Senior Financial Services Leader – Canberra Portfolio Growth

RSMFS RSM Financial Services Pty Ltd; Canberra; Presencial; AUD 140.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career progression

Professional development

Access to national network

Health and wellness benefits

Descripción de la vacante

RSM Australia seeks an experienced Senior Manager / Senior Financial Adviser to take a leadership role within our Canberra Financial Services practice. You will own an established client portfolio generating substantial annual revenue, lead the local team, and drive growth for the Canberra practice within a renowned national network.

You will mentor colleagues, ensure regulatory compliance, and build relationships across RSM to access broader services.

Formación

• Significant experience in financial advice, wealth management or related Financial Services environment.
• More than five years demonstrated team leadership experience.
• Proven track record of managing and developing client relationships.

Responsabilidades

• Lead and develop the Canberra Financial Services team, creating a high-performing local practice.
• Manage and develop an established portfolio of Financial Services clients.
• Provide high-quality strategic financial advice tailored to clients' needs.
• Build trusted, long-term relationships with existing and prospective clients.
• Identify opportunities to grow both the client portfolio and the broader Canberra Financial Services business.

Conocimientos

Team leadership

Financial advice

Client relationship management

Business development

Cross-functional collaboration

Educación

Qualifications to provide financial advice in Australia

CFP/CFA qualifications highly regarded

Descripción del empleo

RSM Australia seeks an experienced Senior Manager / Senior Financial Adviser to take a leadership role within our Canberra Financial Services practice. You will own an established client portfolio generating substantial annual revenue, lead the local team, and drive growth for the Canberra practice within a renowned national network.

You will mentor colleagues, ensure regulatory compliance, and build relationships across RSM to access broader services.