Wealth Consultant

Passionate about finance? Newly graduated? Contact centre exp? Apply now and start your career in a Big Four!

Your new company
This Big4 Bank are known for their acclaimed name, their service & delivery and for a highly customer focused approach in everything they do. They provide a full spectrum of wealth products to service their customers every need and are renowned for their development of staff, employee benefits and unrivalled company culture.

Your new role
Your new role will see you joining a large buzzing team where you will be working alongside other wealth consultants who share your passion for finance. As you grow your career within this bank, some of your main responsibilities will be:
  • Take inbound calls from clients with regards to superannuation/life insurance or investments and servicing their requests
  • Retaining current clients - working to retention targets and expanding the existing customer base
  • Work to exciting customer satisfaction targets, call centre KPI's and work to other incentives and rewards
  • Work towards ascertaining your RG146 (if you don't already have) paid for by the bank to help you excel in your career

What you'll need to succeed
  • Ideally you will have experience within financial services - with a precedence placed on insurance, superannuation or investments experience
  • Call centre experience is desirable but not essential
  • Worked in a dynamic setting that allows you to be easily adaptable to change
  • An understanding of the financial markets, banking and wealth
  • Enthusiastic attitude, who is passionate about helping others achieve their financial goals
  • University degree - preferable finance, business, economics or commerce, however the bank is very flexible

What you'll get in return
  • Opportunity to be put through your RG146 and really propel your career within banking and wealth
  • Starting a career within a Big4 Bank, CBD location, develop skills through fantastic training
  • Join a social and engaging team who is high energy and supportive
  • Fantastic staff benefits including access to online learning platforms and career planning tools
  • Competitive salary and bonus structure

What you need to do now
If you're interested in this role, click 'apply now' or forward an up-to-date copy of your CV to, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508


Job type:
Banking & Financial Services
NSW, Sydney CBD
Contact Centres
Apply now

Talk to a consultant

Talk to Christie Pidgeon, the specialist consultant managing this position, located in Sydney

Level 13, Chifley Tower, 2 Chifley Square

Telephone: 0290496966

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