Counsellor providing holistic support to individuals and families experiencing emotional challenges. Role involves case management and various counselling services in Sydney region.
About the role
- Conseiller en gestion de patrimoine vendant des solutions patrimoniales et immobilières. Autonomie dans la gestion et accompagnement par un grand groupe en France.
Responsibilities
- Advise on and sell wealth management and real estate solutions
- Develop close, trust-based relationships with clients
- Offer a wide range of products (retirement, life insurance, income protection, real estate tax optimization)
Requirements
- Degree or training in business or finance
- Proven track record of successful field experience in banking, insurance, or finance
- Knowledge of the local economic environment
- Strong business development mindset
Benefits
- Autonomy in managing your portfolio/activity
- Support from a large corporate group (sales, marketing, tools, legal, field support)
- Program to support business development
- Opportunity to act as a wealth management expert
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