An opportunity has arisen for an experienced financial professional to take over a large portfolio of high-net-worth clients.
This is a unique chance to leverage your exceptional advice skills and client care to grow the business through referrals.
The successful adviser retiring from this position will be available to assist in the transition of clients, allowing you to develop relationships and retain existing ones.
A strong focus on client retention and growth is essential in this role.
The company's back-office team will provide support with reports and compliance, enabling you to concentrate on delivering exceptional service to clients.
As a salaried position with a comprehensive bonus package, this offers a competitive remuneration scheme.
The ideal candidate will have extensive experience in financial services and a proven track record in client relationship management.
Key responsibilities:
* Servicing, retaining, and developing long-term client relationships
* Maintaining and growing a diverse client bank
* Providing exceptional advice and guidance to clients
* Working closely with the back-office team to ensure seamless operations
Benefits:
* Comprehensive bonus package
* Generous basic salary
* Ongoing training and development opportunities