Charter Financial Planner

Charter Financial Planner






Charter Financial Planner

Detalles de la oferta

What the role involves: - Working closely with a desginated group of investment Managers to provide full wealth planning services to a group of clients with an emphasis on regulated products.

- Structuring clients affairs in the most efficient way in order to achieve established medium and long term goals.

- Developing and maintaining client relationships and providing financial advice within the regulatory framework.

- Identifying, developing and securing new client relationships through referrals and leveraging the company's internal network.

- Devising and implementing a client acquisition strategy in conjuction with the Team Manager.

- Meeting the required commercial revenue targets.

Experience required for this position:

- Specific subject matter experience in the area of complex financial planning solutions for high net worth clients.

- Experience in estate planning, retirement planning and wealth structuring.

- The ability to influence senior business stakeholders internally and high net worth centres of influence externally.

- Appropriate technical/product knowledge of life assurance, pensions and investment advisory and a solid understanding of the current taxation system.

- Detailed knowledge of the regulatory requirements and an overall understanding of the business impact of the regulatory environment.

- Understanding the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended.

For more information, please apply now.

Fuente: Bebee2



Sr internal auditor

About CenturyLink CenturyLink (NYSE: CTL) is the second largest U.S. communications provider to global enterprise customers. With customers in more than 6...

Capital Federal

Publicado hace 20 días

Auxiliar de enfermeria monotributista

Auxiliar de enfermería con matrícula provincial Preferentemente Monotributista Para trabajar algunos dias de la semana Enviar currículum a :

Desde Red-Vida - Capital Federal

Publicado hace 20 días

Coordinador del programa transformar la escuela

Descripción de la Plaza/nBuenas Prácticas Solidarias es un programa de voluntariado que invita a realizar prácticas profesionalizantes con impacto social...

Desde Estrategia Didáctica - Capital Federal

Publicado hace 20 días

Tech lead wordpress | ecommerce

Descripción de la Plaza/nEn GM2dev buscamos un Tech Lead Wordpress que se sume a nuestro equipo. - Experiencia en desarrollo frontend a medida - Apasionado por...

Desde Gm2Dev - Capital Federal

Publicado hace 20 días