Private Client Adviser – Wholesale Advice

  • Wholesale Advice
  • Up to $150,000 + Super + Bonuses
  • WFH/Brisbane CBD

Company Overview

Our client is a leading privately held global investment firm with over 90,000 HNW clients across a dozen countries in Europe & North America, and over $180 Billion in assets under management. With strong performance and growth over the last 4 decades, they are looking for strong Wholesale Advisers to join the team as they launch their Advice division here in Australia.

Role Overview

As a Private Client Adviser, you will be tasked with establishing and growing their Advice offering here in Australia with leads provided. Working in an exclusive team you will collaborate with your colleagues and apply your natural ‘hunter’ style mentality to identify new opportunities for business development and prospective referral partners.

  • Convert warm leads provided through internal teams; 
  • Meet prospective clients to identify their needs and goals;
  • Maintain and grow referral partnerships to drive new business and grow your client book;
  • Provide technically strong advice to key client segments; 
  • Ensure advisory standards, process and controls are adhered to;
  • Provide a high level of service that matches client expectations.

Skills & Experience

  • Ideally minimum 5+ Years’ experience as a Financial Planner focused on wholesale advice; 
  • Degree qualified and on track to be fully FASEA compliant; 
  • Ideally CFP qualified;
  • Demonstrated experience growing a client base;
  • Positive can-do attitude, proactive, enthusiastic with a strong work ethic.

What’s On Offer

This is an excellent opportunity to further progress your career within the Advice space. Our client is motivated, in a strong period of growth, and are offering strong opportunities for progression.
To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Chris Gordon on 0451 129 269 for more information.