Job Snapshot

Melbourne CBD
Work Type:
Financial Services
Job ID:

Job Summary

About the Company

Bank driving innovation and change, with extensive relationships across retail and affluent individuals and families via multiple channels including retail and business banking.

About the Role

As a phone based advise you will provide holistic advice (insurance, superannuation, investments and estate planning) with Bank customers across retail and affluent channels.  A new client acquisition orientation is essential where the successful appointee will benefit from existing referrer networks and sound financial planning skills.


  • Undertake quality consultative conversations with clients to understand their needs and provide strategic holistic advice
  • Grow new client acquisition utilising branch networks and referral networks
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
  • Strong commercial acumen and an ability to build long term relationships with referral partners and clients

Skills & Experience

  • Relevant Degree or Graduate Diploma (FASEA APPROVED)
  • Completion of Diploma of Financial Planning RG 146
    Have the customer at the heart of everything that you do
  • Proven and successful track record in providing compliant and holistic financial advice
  • Team player with natural energy and drive

Culture & Benefits

Energetic and collegiate environment that values team and individual success.  Benefits include extensive discounts on banking products and services, community days and access to unparalleled career pathways domestically and abroad.

For more information you can call Melissa Prideaux in our Melbourne office on (03) 9918 0923 quoting Job Reference 513423 or alternatively, apply here to register your interest.