Private Client Adviser

Apply now Job no: 597608
Work type: Permanent Full Time
Location: Brisbane
Categories: Financial Planning (AMP)

It's a great time to be joining AMP. We are at a real turning point in our company.

In our financial advice business, we're responding to rapidly changing community expectations, providing exceptional customer service from exceptional financial planners and maintaining our unwavering sense of purpose to help people own their tomorrow.

  • Private Client Adviser managing a broad portfolio of high net worth clients
  • Dedicated towards assisting clients achieve their financial goals
  • Strongly supported position with an existing client base

About the role

The Private Client Adviser managers and develops client relationships by identifying and servicing individual client needs in a manner which ensures value to client as demonstrated by high client retention rate, new client referrals and additional inflow or service provision (e.g., insurance).

Duties

  • Prepares investment and strategic advice to clients
  • Seeks to provide a level of service that matches clients' expectations
  • Maintains high professional compliance standards
  • Contributes to continuous productivity gains
  • Participates in professional development training

Skills & experience

  • Tertiary qualified in a related discipline and DFP qualification
  • Sound technical advising knowledge to current legislative, industry and corporate standards
  • Superior communication skills both written and verbal and able to effectively influence and persuade others
  • High level of commercial acumen
  • Strong relationship building skills with sound problem solving ability

Why AMP?

Working for AMP means working for a company that empowers its people to make a difference, while providing the support of a highly talented, experienced team. We understand that it is our customers that make us great.  And because people achieve their best in different ways, our culture is flexible and supportive, to give you the freedom to focus on outcomes rather than just processes.

Our Culture

AMP is an organisation like few others. We enjoy a culture that recognises individuality yet encourages collaboration, giving real meaning to our work and making a difference to our people and our customers.

Benefits

Access a great range of benefits such as flexible working options, retail discounts, social club, onsite gym, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.

Inclusion & diversity

AMP welcomes people with all kinds of life and work experiences. Our individual differences - and collective strength - make for great employee, customer and business outcomes. What unique insights could you bring to the AMP team?

Ref: EB597608

Advertised: E. Australia Standard Time
Applications close: E. Australia Standard Time

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