Financial Planner - Chadstone, South Melbourne

• Company

  HSBC

• Location

  Australia-Melbourne

• Remuneration

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  25-Oct-2013

• eFC Ref no

  1208167

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See job description for details

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.

Sales, Distribution and Business Development plays a vital role in meeting customer needs by offering the right products through the right channels to the right customer segments, thereby maximising value and business revenue. Responsible for achieving sales and revenue targets and implementing distribution strategy, the team drives the delivery of market leading retail customer experiences.

We are currently seeking a professional and high performing individual to join our Victoria team as a Financial Planner. This role will support our Chadstone and South Melbourne branches, our two newest branches in Victoria.

A HSBC Financial Planner is responsible for working with customer to financially plan their future by providing specialist advice in areas of insurance, products, bonds, share trusts, funds, debentures, superannuation, leverage borrowing and other investment strategies appropriate to clients' needs and objectives.

Your main responsibilities will include, but are not limited to:

• Developing and maintaining diverse client relationships through effective portfolio management.
• Proactively identifying the best possible advice and appropriate product selection to match client needs.
• Ensuring that sales and operations are undertaken in accordance with HSBC's guidelines, policies and procedures or regulation legislation as applicable.
• Actively managing new referrals and identifying cross selling opportunities by completing full reviews to establish and address customers immediate and future financial requirements.
• Providing superior customer service and ensuring customer complaints are handled promptly.

Qualifications:

To be successful in this role, you will need:

• Relevant tertiary qualification.
• Advanced Diploma in Financial Planning (RG146)
• CFP highly beneficial
• A minimum of 3 years' experience within Financial Planning managing your own portfolio
• Ability to analyse financial priorities and influence customers to take appropriate action to meet their needs.
• Sound knowledge of regulatory guidelines.
• Strong communication and interpersonal skills, including the ability to work effectively in a branch environment.

You'll achieve more when you join HSBC.
www.hsbc.com.au/careers

HSBC takes pride in a diverse and inclusive working environment that sees our people benefit from mentoring, flexible working and the support of Employee Resource Network Groups. To preserve the confidentiality of all information you provide to us, we have adopted a Privacy Policy which can be viewed at hsbc.com.au.

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