Smartmoney Wealth Management jobs
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CLIENT MANAGER - PATHWAY INTO FINANCIAL SERVICES
Attend qualified appointments with prospects via Zoom & face-to-face. Develop rapport and get to know the clients and their goals. Educate clients on their current structure and introduce them to the benefits of working with Smart...
| Company | Smartmoney Wealth Management |
|---|---|
| Address | New South Wales |
| Category | Accounting & Finance |
| Date Posted | 2 days ago See detail |
Client Manager - Pathway into Financial Services
Smartmoney Wealth Management
New South Wales
Attend qualified appointments with prospects via Zoom & face-to-face. Develop rapport and get to know the clients and their goals. Educate clients on their current structure and introduce them to the benefits of working with Smart...
2 days ago seen See more...
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Senior Financial Adviser
Smartmoney Wealth Management
New South Wales
Attend client discovery meetings to understand the needs of the client, diagnose their unmet needs and connect them to our specialist team where required. Manage the client sales process from initial client discovery to SOA implem...
3 weeks ago seen See more...
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