Are you ready to take your wealth management expertise to the next level?
Join us as a Private Client Adviser, where you'll deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts. With a focus on exceptional service, you'll manage an existing portfolio of Private Clients while actively promoting Equity Trustees' renowned Private Client services across Melbourne and Regional VIC.
About the role: Manage and service an existing book of high-net-worth clientsProvide holistic and detailed strategic solutionsManage client portfolios, which include direct equities, managed funds and exchange-traded fundsRepresents Equity Trustees by building and maintaining trusting relationships with clients, providing a high level of personalised serviceBuild on existing referrals and manage relationshipsStay informed of industry trends and regulatory changes, ensuring compliance with all relevant standards and Equity Trustees' processesCollaboration with the broader Equity Trustees division to provide impactful client outcomesWhat you'll need to succeed: Minimum of 5 years experience as a Financial PlannerExcellent communication skillsProven experience in maintaining long-term, trusting relationshipsProven expertise in investment strategies, estate planning, superannuation and retirement planning and tax-effective approaches.Strong compliance, and technical knowledge around legislative and regulatory requirements to provide quality advice in the client's best interestStrong sense of professionalism with a growth mindset and a client-centric approachStrong organisational and prioritisation skillsHighly motivated with an ability to generate referrals from existing client base and referral partners.FASEA-approved qualificationsEnjoy being part of a team and contributing to a positive cultureWhat we offer: Embrace a warm, open, and supportive cultureEnjoy an attractive remuneration package, including reward and recognition programsAccess an employee wellness program with discounted health insurance and an employee assistance programEngage in our workplace volunteering and giving program to make a positive impact on the communityProudly part of the Top 30 Best Workplaces to GivebackBenefit from discounted tax and estate planning servicesWork in a great central CBD location with a modern office fit-out and end-of-trip facilitiesEmbrace a flexible/hybrid working environmentAbout us - Trusted since 1888 Established in 1888, Equity Trustees has grown to become one of Australia's largest specialist trustee companies. We are dedicated to helping our clients grow, manage, and protect their wealth for current and future generations. As a trustee company, we prioritize always acting in our client's best interests, fostering an environment where they feel safe, valued, and cared for.
Committed to providing a flexible, rewarding, and supportive workplace, we encourage individual development. Joining us means contributing to our business growth while advancing in your career. With 130 years of strength and continuous growth, apply now to become part of our successful contemporary trustee company!
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