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[VIC/TAS] One of Big 4 banks 招聘Financial planner associate , Financial planner& Commer [复制链接]

发表于 2013-3-4 23:03 |显示全部楼层

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One of the Big 4 banks are currently looking for a few of experienced financial planner associates, financial planners & commercial financial planners in Melbourne and Victoria.

Skills, Knowledge & Qualifications:
Essential Skills:
- Financial background with a good understanding of the financial services industry.
- Previous client service experience is essential.
- Ability to use initiative and work autonomously in ensuring deadlines are met.
- Well-developed verbal and written communication skills.
- Demonstrated PC literacy.
- Sales and networking experience.
- Product knowledge
- Previous experience in producing financial plans for a large number of client referrals.
- Demonstrated sales prospecting skills with a proven track record of achieving sales targets / results, ideally gained within the financial services industry.
- A good understanding of the financial planning industry is essential; understanding of Bank client segments, products and distribution channels is desirable.
- Strong networking and relationship building skills.
- Proven client management skills.
- Demonstrated high-level influencing and negotiation skills.
- High-level communication skills, both written and verbal.
- Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks, diary management, etc.
- Ability to meet and exceed sales targets.
- Completion of DFS and ADFS
- PS 146 compliant for providing retail financial products advice.
- Eligible to hold a Practicing Certificate under the appropriate Australian Financial Services Licence.
- Attain and maintain the 5 ASIC core competencies for providing advice to customers:
* Advisory - Generic and Financial Planning Managed Investments Superannuation Risk and Insurance
- Accredited to distribute Wealth Management approved products:
* Managed Investments Superannuation Risk Insurance Gearing Products
Desired Skills:
- Completion or significant progress towards completion of recognised tertiary qualifications in a business related field, eg Bachelor of Business, Management, Commerce or Accounting, and / or relevant industry specific qualifications.

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