==============================
The CBA's Business Wealth Management team provides specialist financial planning and advisory services to Corporate, Business and Agribusiness clients. We work closely with businesses to ensure they are utilising their Corporate superannuation, Group Risk and Wealth Management strategies as staff benefits in order to be an employer of choice for current and potential employees. We also educate our clients employees on building their wealth and making their superannuation work for them.
We currently have an outstanding opportunity for an experienced Corporate Benefits Adviser to join our growing team for an initial 12 month contract to cover a period of maternity leave. In this busy role you will work as part of a team who manage employer relationships and provide outstanding service to over 900 Corporate Clients across rural and metropolitan NSW and Canberra.
Key responsibilities:
- Conducting professional client interviews and developing strong relationships with key decision makers.
- Providing advice and education to clients in relation to approved Wealth Management products and services.
- Use effective presentation and closing techniques to drive business outcomes.
Essential requirements:
- Proven experience in the provision of wealth management products to high income and/or business clients.
- A strong understanding of investment, insurance and superannuation products.
- Strong interpersonal and communication skills
- RG146 accreditation (preferably Advanced Diploma in Financial Planning or higher)
- Current and non-restricted drivers licence.
This role is an excellent opportunity to take your career to the next level by working for a professional organisation who offer tremendous opportunity for future career development. You will work within a supportive team environment and have access to a range of outstanding technical tools and resources to drive your success in this role. A generous remuneration and benefits package, including motor vehicle, will be offered to the successful candidate.
Apply now by clicking on the link below. For a confidential discussion please contact Jenny Van Der Haar on 03 8618 5520.
Special Conditions: Employment is with Colonial First State, a subsidiary of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Offers of employment will be subject to the satisfactory completion of appropriate criminal history, pre-employment medical, bankruptcy and background checks.
| Location: | Sydney CBD Area |
| Job No: | 927311 |
| Work Type: | Permanent full time |
| Closing Date: | 8 Jan 2012 6:00pm Aus. Eastern Standard Time |
