Private Client Adviser – Exclusive UHNW clients

Company Overview 
 
A prestigious, privately owned investment management business with a proven track record in the market, my client is looking to recruit an experienced holistic financial adviser to build and grow a book of HNW and UHNW clients from referrals provided internally from other segments of the business
 
Role Overview 
 
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 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 03 9602 9860

Private Client Adviser - Exclusive UHNW clients

Please complete the form below to apply for this position

Upload your resume
or