Private Client Adviser + Exclusive HNW Private client role

Company Overview
An exclusive private client wealth manager with high-end offices based in Adelaide CBD, my client is looking to recruit an experienced holistic financial adviser to both manage and grow a book of HNW and UHNW clients. 
Role Overview
Reporting to the State Manager, the incumbent will be responsible for the provision of high quality holistic complex advice. With the support of highly qualified specialists, you will provide in-depth strategies and solutions around all aspects of advice. You will largely focus on delivering complex investment advice. You will inherit an established HNW client book which you will be expected to manage and grow.  You will be provided with the full paraplanning and administration support, enabling you to spend your time on client outcomes.

Skills & Experience
You will be a highly driven financial adviser with a positive track record in a similar private bank/private client environment.

  • 5+ years’ experience in the provision of highly complex technical advice
  • Tertiary Qualification OR CFP
  • True creditability around your personal brand with the confidence to build a rapport with highly distinguished clients

What’s On Offer?

Surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth; this is a rare opportunity with a highly respected private client wealth manager to take on an autonomous role that has a market leading base/bonus structure.  You will work in an organisation that has truly embraced diversity, offering complete workplace flexibility.

Click on the APPLY button or contact Steve Kelly on +61 3 9602 9860

Private Client Adviser + Exclusive HNW Private client role

Please complete the form below to apply for this position

Upload your resume