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.
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