Senior Financial Adviser
Marsh(2 months ago)
About this role
We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The successful candidate will provide expert financial advice to high-net-worth individuals and develop tailored financial strategies to help clients achieve their objectives. This is a hybrid role that includes working at least three days a week in the office.
Required Skills
- Financial Planning
- Investment Management
- Client Relationship Management
- Business Development
- Analytical Skills
Qualifications
- Bachelor’s or Master’s degree in Financial Advice, Finance, Economics, Business
- CFP (Certified Financial Planner)
- CFA (Chartered Financial Analyst)
About Marsh
marshmclennan.comMarsh is a global leader in risk, reinsurance, and consulting services, dedicated to helping organizations navigate complex risks and develop strategies for success. With a strong emphasis on risk management, talent development, and strategic consulting, Marsh provides expert solutions tailored to the diverse needs of its clients. The company leverages its extensive expertise in capital, people, and consulting to empower businesses to thrive in competitive environments. Through its innovative approach and comprehensive services, Marsh is committed to building resilient organizations.
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