Part of one of the most prestigious and renowned Dealer groups in Australia, this major financial planning practice, based in the Adelaide CBD, services an extensive client base across the region. They are on a strong growth trajectory and are looking to add a Business Development Manager or Senior Financial Planner that is passionate about business development.
Reporting to the State Manager, the incumbent will be responsible for the generation of new leads and clients into the business.
- Presenting at Seminars (up to 100 participants) to highlight the benefits of the financial planning service.
- Growing New Business in agreed target markets through networking activities from internal referral sources and self-developed sources
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage new business generation activity.
Skills & Experience
You will be a highly driven Business Development Manager or Senior Financial Planner with a positive track record in a similar private bank/private client environment.
- 5+ years’ experience within in advice
- Tertiary Qualification
- True creditability around your personal brand with the confidence to build a rapport with highly distinguished clients
Click on the APPLY button or contact Steve Kelly on +61 3 9602 9860.