Senior Private Wealth Adviser – Exclusive to Profusion

  • Industry leading remuneration structure
  • Career progression pathway
  • Household name in private wealth

  • Industry leading remuneration structure
  • Career progression pathway
  • household name in private wealth
Client Overview 

An industry leading national private client business looking to expand their Sydney based advice team. 

Role Overview 

Reporting to the State Manager, the incumbent will be responsible for the provision of high quality holistic complex advice to a broad range of HNW clients. With the support of highly qualified specialists, you will provide in depth strategies and solutions around all aspects of advice, especially Investments, Tax, SMSF, Estate Planning, Super, TTR. You will inherit a loyal client book largely at the retirement phase of their lives with significant wealth and a need for active portfolio management and advice. 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. With the full support of a personal associate and a full paraplanning service, you will be able to focus on retaining and growing your portfolio of clients, resulting in greater revenue from advice fees as well as increased FUM. 

Skills & Experience 

You will be a highly driven experienced adviser with a positive track record in providing holistic advice to a broad range of HNW clients in an established reputable bank or practice. You will also have:

  • Minimum 5 years’ experience in the provision of complex technical advice, willing to consider highly experienced advisers or more junior aspiring planners who are ready to take the next step
  • Tertiary Qualification and minimum ADFP or equivalent (CFP preferred)
  • True credibility around your personal brand with the confidence to build a rapport with highly distinguished clients
  • Proven track record of acquiring new clients through a variety of sources including building relationships with referral partners.
  • A book of existing clients to transition would be advantageous (additional bonus offering for bringing a book across)

What’s On Offer?

This is a rare opportunity with a highly respected private wealth organisation to take on an autonomous role that has a market leading base/bonus 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. 
Above market salary package + generous bonus structure. 

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate response.