
Senior Investment Adviser
4 weeks ago
Take on a senior financial adviser role with a book of HNW clients and the scope to grow it further. Work closely with an experienced leadership team, deliver tailored investment advice, and provide a genuine hands-on service across wealth management and portfolio construction.
Key responsibilities- Manage a portfolio of HNW & wholesale clients
- Deliver tailored investment and portfolio advice
- Analyse balance sheets, IPOs, and fund manager reports
- Drive growth of client base through referrals and leads
- Contribute to research and investment decisions within the team
- Degree qualified with relevant advice accreditation
- Strong background in wealth management or stockbroking
- Experienced in investment markets and direct equities
- Capable of advanced portfolio construction and analysis
- Proven client relationship and advisory skills
- Opportunity for equity and business ownership
- Optional 9-day fortnight
- Flexible start/finish times
- Professional, collaborative team culture
This self-licensed wealth management firm has been established for over 35 years. They specialise in investment advice with a strong focus on direct investments, supported by their own in-house research.
With a tight-knit team of 12, they operate in an open-plan office where collaboration, respect, and professionalism are at the heart of their culture.
People enjoy working here because the team shares ideas, supports one another, and values a genuine work ethic. Staff are well looked after and encouraged to contribute to the firm's long-term success.
How to applyClick APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.
Please note only shortlisted candidates will be contacted.
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