Associate Adviser – HNW Clients

Company Overview

An exclusive private client wealth manager with high-end offices based in Melbourne CBD, my client is looking to recruit an experienced paraplanner or Associate Adviser to join a high performing dynamic Private Wealth Management team.

 
Role Overview
 
Supporting the Private Wealth Management team, the incumbent will be responsible for supporting a team of Private Client Adviser’s
  
      • Assist with onboarding of new clients
      • Assist in the development of complex strategies
      • Assisting Advisers with portfolio and cash flow modelling

Skills & Experience
 
You will be a highly driven and technical with a positive track record in the industry. You will also have:

  • Strong technical skills particularly in the areas of investment, tax and financial planning.
  • Experience working with HNW clients would be highly desirable
  • True creditability around your personal brand with the confidence to build a rapport with highly distinguished clients

  
What’s On Offer?

This is a rare opportunity with a highly respected private management firm to take on an autonomous role that has a market leading salary structure as well as a positive work-life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth. 

Click on the APPLY button or contact Steve Kelly on 03 9602 9860

Associate Adviser - HNW Clients

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