Senior Risk Advisor, Risk Systems and Processes - Suncorp Bank
Job Title: Senior Risk Advisor, Risk Systems and Processes - Suncorp Bank Division: Risk Location: Brisbane About Us At... more info
Risk Advisor or Senior Risk Advisor
Salary:
100.00 - 125.00
Posted:
24-02-2025
Category:
Finance Consulting
Melbourne,
Job Description
Add expected salary to your profile for insights. Join a leading full-service financial services firm known for its exceptional client service across tax, financial planning, insurance, and finance. Due to continued growth, our client is seeking an experienced Risk Advisor to join our highly successful team based on St Kilda Road, Melbourne. This is an exciting opportunity to be part of a well-established business built on values of honesty, transparency, and trust. About the Role Reporting to the Head of Risk, you will play a key role in advising and supporting clients, ensuring they receive tailored risk solutions that align with their financial goals. As part of a small, close-knit team, you will have the autonomy to manage client relationships while contributing to the firm’s ongoing success. Full paraplanning and administrative support will be provided in this role. Key Responsibilities Consult with and advise clients on risk and insurance strategies. Provide ongoing support and service to existing clients. Present Statements of Advice (SOAs) and Records of Advice (ROAs) for insurance and superannuation. Prepare quotes and comparisons for client meetings. Deliver regular updates to internal referring partners such as directors, tax consultants, and financial advisers. About You To thrive in this role, you will have: At least 5 years of experience in risk advice within the financial services sector. Strong communication and presentation skills. A flexible and adaptable approach to work. The ability to work both independently and as part of a team. Proficiency in MS Office and Xplan. A proactive mindset with strong relationship-building skills. Why you should apply? Work with a highly reputable and successful financial services firm. Be part of a supportive and values-driven team. Enjoy a prime location on St Kilda Road, Melbourne. Career growth opportunities in a thriving business. If you are a dedicated Risk Advisor looking to take the next step in your career, we would love to hear from you. Apply now and become part of a firm that truly values its clients and team members. #J-18808-Ljbffr
Job Details
Salary: 100.00 - 125.00
Posted: 24-02-2025
Category: Finance Consulting
Melbourne,
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