Financial Planner

Location: Chatswood, New South Wales
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$100000.00 per annum + Sales incentives
REF: BBBH91864_1493264627


The Business

My client is at the forefront of the banking world and has an ever growing presence within the Australian market. Having an already impressive portfolio of customers and clients they are looking for the best, most experience candidates to further this growth with high net worth individuals. The offices are conveniently placed inChatswood with a high level of foot traffic and provides it's customers with a state of the art branch. As a large international they can offer you the opportunity to grow with your potential into provate banking and beyond.

The Role

Your duties will include but not be limited to:

  • Grow and manage a portfolio of high net worth clients
  • Provide advice on various investment strategies
  • Cross and up sell different products from the bank
  • Business development
  • Provide a very high level of customer service


The Candidate

You will be an experienced relationship manager for high net worth individuals and looking to move to a bank that can offer you a broader career opportunity. My client is looking for someone to be within the team over a few years with the view to develop within the business. You will also be a proven sales person allowing you the capacity to cross-sell a range of products to make your sales incentives sky rocket.

Skills and Experience

  • 4+ years' experience in relationship management dealing with high net worth individuals
  • Sound knowledge of alternatve investment strategies - equity linked products and corporate bonds
  • RG146 qualification is ideal
  • Proven sales record
  • Excellent interpersonal skills to develop lasting business relationships


Apply online or through Reed Davies at or on 02 9249 5026