Are you currently working in the private wealth management space and seeking a new opportunity to make an impact? We are seeking a dedicated Senior Advisor who is passionate about delivering bespoke wealth management advice tailored to high-net-worth individuals, families, business owners, and philanthropic organisations.
In this role, you will work primarily with clients seeking wholesale advice—90% of the clientele—providing comprehensive financial solutions that include:
Investment Strategy Development: Collaborate with clients to craft tailored investment strategies that reflect their unique goals and risk profiles. Portfolio Construction and Management: Design and manage diversified portfolios using a range of investment opportunities, including private equity, infrastructure assets, and alternative investments. Strategic Tax and Superannuation Advice: Offer guidance on tax-efficient structures and superannuation strategies to maximise wealth accumulation and protection. Asset Protection and Succession Planning: Develop robust strategies to safeguard client assets while ensuring a smooth transition of wealth across generations. You will join a team of highly skilled professionals, working closely with accountants, lawyers, and other advisors to deliver holistic wealth management solutions.
The successful applicant will possess:
Relevant qualifications in financial planning, with a strong understanding of the Australian financial services landscape. Proven experience in private wealth management, demonstrating expertise in delivering tailored financial advice. Exceptional interpersonal skills with a client-focused mindset, enabling you to build and maintain strong relationships. A proactive approach to identifying and capitalising on business opportunities. In return for your expertise and commitment, we provide a supportive work environment that fosters professional growth, including:
Flexible Work-from-Home Arrangements: Balance your work and personal life with our adaptable work policy. Comprehensive Learning and Development: Engage in ongoing professional development opportunities tailored to enhance your skills and advance your career. Supportive Team Culture: Join a collaborative environment where your contributions are valued, and you can thrive alongside industry leaders. This is more than just a job; it is an opportunity to make a meaningful impact within a firm that prioritises innovation and the needs of its clients. If you are ready to take your career to the next level in a dynamic and strategic role, we encourage you to apply now!
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