Impactful Financial Concierge for Client Portfolios (Melbourne)

Impactful Financial Concierge for Client Portfolios (Melbourne)

24 Sep
|
State Trustees
|
Melbourne

24 Sep

State Trustees

Melbourne

State Trustees Limited is seeking a Personal Financial Consultant – Integrated Support in Victoria to manage a portfolio of clients with complex financial and legal needs, providing tailored support that reflects their circumstances, will and preferences. You will work within a cross-functional team to deliver high-quality financial administration support, make quick, client-focused decisions, and contribute to services for Victoria's vulnerable population.

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📌 Impactful Financial Concierge for Client Portfolios (Melbourne)
🏢 State Trustees
📍 Melbourne

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