Commission-based; salary range is average approxim...
Manage high-value client portfolio
Develop customised wealth management plans
Provide investment strategy guidance
The role involves growing a sizeable high-value client portfolio by engaging affluent international individuals from various countries
Job Summary
The role involves growing a sizeable high-value client portfolio by engaging affluent international individuals from various countries.
Candidates will provide expert guidance on investment strategies, retirement planning, and risk management while maintaining long-term client relationships.
The position offers uncapped commission potential, autonomy, and access to exclusive GFC networking opportunities.
Matching Summary
Match Score: 85
The role involves growing a sizeable high-value client portfolio by engaging affluent international individuals from various countries.
Salary
Commission-based; Salary Range is average approximate based on past earnings; Uncapped commission potential
Skills & Requirements
Must-have
Manage high-value client portfolio
Develop customised wealth management plans
Provide investment strategy guidance
Maintain ongoing client relationships
Nice-to-have
Strong leadership and coaching skills
Resilient and growth-oriented mindset
Ability to balance production and team development
Key Requirements
Minimum 5 years experience as licensed Financial Adviser
Proven sales performance track record in wealth management
Must hold or be eligible for CMFAS/SCI certifications (RE5, M8, M8A, M9, M9A)