Global Wealth Manager (Sydney)

Global Wealth Manager (Sydney)

14 Nov
|
Click and Connect Online
|
Sydney

14 Nov

Click and Connect Online

Sydney

Click and Connect Online Limited, a pioneering independent financial advisory consultancy, seeks a Wealth Manager in Sydney to deliver bespoke wealth management services to expatriates and local clients. You will assess and advise on financial objectives, including Lump Sum Investing, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax planning.

Ideal candidates have experience as Independent Advisors or Wealth Managers and are committed to pursuing Level 4 UK

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📌 Global Wealth Manager (Sydney)
🏢 Click and Connect Online
📍 Sydney

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