Private Wealth Advisor

4 weeks ago

Sydney, New South Wales, 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.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

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 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 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.
  • 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.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.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.

Our commitment to diversity, equity and inclusion

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We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here .
Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

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