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This highly regarded and well established advice business based in Melbourne has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding risk financial advice to a wide range of High Net Worth and Ultra High Net Worth clients. Due to recent growth, they are looking for an experienced Risk Advisor to join their team.
Job Responsibility:
Maintaining an existing risk portfolio
Generating new business through referrals and centres of influence
Growing the book
Providing reviews for certain clients
Requirements:
Minimum two years experience as a Risk Advisor
Very strong understanding and passion for the Risk Insurance industry
Strong business acumen and the ability to build strong relationship
Great understanding of compliance frameworks in the advice industry
ADFP or CFP accreditation highly regarded
Tertiary degree aligned with FASEA education requirements
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