Outstanding opportunity for an experienced Private Wealth/Financial Planning professional to lead a high performance sales and relationship management team.

• Private Wealth Management - HNW Segment
• Outstanding opportunity to lead, coach and mentor a high performance team
• Highly attractive remuneration package + incentive

Our client is a highly respected provider of holistic wealth management solutions to high net worth individuals. Covering financial planning, estate planning, trustee and portfolio management services, they are continuing to grow and invest in this business and are seeking the services of an exceptional private wealth executive to join them.

Working closely with the Head of Advice, you will be mandated with leading, managing and mentoring a team of Private Client Advisors to grow and retain clients. Key accountabilities include:

• Setting annual business and marketing plans 
• Setting performance metrics and targets 
• Implementing client retention, acquisition and growth strategies 
• Playing an active role in coaching individual team members 
• Acting as the primary escalation point for client complaints 

To be successful in this role, you will possess a proven track record in sales leadership and providing holistic advice to HNW/UHNW clients. Outstanding interpersonal and communication skills coupled with strong technical capabilities and drive will be critical to your success. Relevant degree and qualifications will be assumed.

For a confidential discussion about this role please contact Sebastian Cohen on 02 9091 3238 quoting reference number 13904/SC.