06 Aug
|
Trellia Wealth Partners
|
Melbourne
06 Aug
Trellia Wealth Partners
Melbourne
Trellia Wealth Partners in Melbourne partners with financial advisers to deliver scalable managed account solutions and practical enablement. This client-facing role combines adviser relationship management, planning knowledge and implementation excellence to help advisers grow client outcomes.
The ideal candidate brings five+ years in financial services, solid PM and communication skills, and familiarity with adviser software such as Xplan and Salesforce to support seamless transitions.
#J-18808-Ljbffr
📌 Adviser Implementation & Practice Enablement Lead (Melbourne)
🏢 Trellia Wealth Partners
📍 Melbourne