Senior Private Wealth Advisor

3 weeks ago

Gold Coast, Queensland, Australia Macquarie Bank Limited Full time

Business Development & Sales, Wealth Management

We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.

What role will you play?

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Through your experience and expertise you will deliver bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience. You will also oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.

As a Senior Private Wealth Adviser, you will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote Macquarie Private Bank and onboard new clients.

In this role you will have the opportunity to mentor junior advisers, sharing your expertise and fostering their professional growth. Additionally, you will contribute to initiatives that drive innovation and reinforce Macquarie Private Bank's position as Australia's leading investment-focused private bank.

What you offer

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  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
  • Strong leadership skills and a collaborative mindset, with a passion for mentoring others
  • Exceptional presentation skills, both in personal interactions and deliverables
  • The ability to build trusted, long-term relationships with clients
  • Existing relationships or the ability to cultivate networks that bring new clients to Macquarie Private Bank.
About Banking and Financial Services

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Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.

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