Company
Commonwealth BankLocation
Australia-MelbourneRemuneration
CompetitivePosition Type
PermanentEmployment type
Full timeUpdated
11-Nov-2013eFC Ref no
1295796
About Us The Commonwealth Bank Wealth Management Group is one of Australia's leading providers of integrated financial services
About Us
The Commonwealth Bank Wealth Management Group is one of Australia's leading providers of integrated financial services.
Our Wealth Management division has four operating businesses: Colonial First State Global Asset Management - our asset management business, Colonial First State - our retail distribution business, Wealth Management Advice - our financial advice businesses and CommInsure - our Life and General Insurance business.
Commonwealth Financial Planning is part of Australia's most successful providers of integrated financial services and is a leader in the provision of financial advice. Our national presence means that wherever customers are, they'll be able to access quality financial advice.
The Opportunity
As a Senior Financial Planner in our relationship managed channel, you will work with a team of likeminded referrers to provide our customers with holistic, lifestyle based advice. You will be provided with outstanding support from leading client and market intelligence as well as the resources of a centralised para planning team, thereby allowing you to provide tailored quality advice to ourPremier Banking clients.
You will be passionate about engaging and collaborating with HNW clients to understand their needs andoffer help and advice that will support them in achieving their strategic goals and financial objectives.
This is a key role in our advice business, offering strong referrals and a tremendous opportunity for future development and career progression.
You will:
Your Skills:
CommonwealthBank is an Equal Opportunity Employer. A competitive salary is on offer along with an attractive bonus structure. You will be supported and encouraged to meet your career goals.
Please note that this role may be filled prior to the advertised end date.
Apply NOW by clicking on the attached link.
Advertised:
22 Oct 2013 Aus. Eastern Standard Time
The Commonwealth Bank Wealth Management Group is one of Australia's leading providers of integrated financial services.
Our Wealth Management division has four operating businesses: Colonial First State Global Asset Management - our asset management business, Colonial First State - our retail distribution business, Wealth Management Advice - our financial advice businesses and CommInsure - our Life and General Insurance business.
Commonwealth Financial Planning is part of Australia's most successful providers of integrated financial services and is a leader in the provision of financial advice. Our national presence means that wherever customers are, they'll be able to access quality financial advice.
The Opportunity
As a Senior Financial Planner in our relationship managed channel, you will work with a team of likeminded referrers to provide our customers with holistic, lifestyle based advice. You will be provided with outstanding support from leading client and market intelligence as well as the resources of a centralised para planning team, thereby allowing you to provide tailored quality advice to ourPremier Banking clients.
You will be passionate about engaging and collaborating with HNW clients to understand their needs andoffer help and advice that will support them in achieving their strategic goals and financial objectives.
This is a key role in our advice business, offering strong referrals and a tremendous opportunity for future development and career progression.
You will:
- Develop referral networks to generate quality leads
- Develop a pipeline of prospects
- Conduct professional client interviews and develop strong relationships
- Provide holistic, lifestyle based financial planning advice
- Ensure client requests and complaints are dealt with in a timely manner
Your Skills:
- Excellent technical knowledge in financial planning
- Strong understanding of risk, investment, retirement planning and SMSFs
- Proven experience as a Financial Planner
- Advanced negotiating skills at High Net Worth level
- Superior personal presentation, communication and influencing skills
- Demonstrable track record of achieving strong commercial outcomes
- Ability to work in a team environment and autonomously
- Ideally previous exposure to providing advice within the HNW space
- CFP qualified (or near) with relevant tertiary qualification - preferred not essential
CommonwealthBank is an Equal Opportunity Employer. A competitive salary is on offer along with an attractive bonus structure. You will be supported and encouraged to meet your career goals.
Please note that this role may be filled prior to the advertised end date.
Apply NOW by clicking on the attached link.
Advertised:
22 Oct 2013 Aus. Eastern Standard Time
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