Private Client Adviser
2 weeks ago
- Be part of a team who values integrity, humility, empathy and courage
- UHNW client groups and growth
Company Overview
How often do you consider what it would be like to work for a business that has purpose and structure aligned to you? Where you feel genuinely respected and rewarded for your contribution to clients and the business as a whole? This business has been ranked in the 100 BestWorkplaces in Australia for 2023 and 2024. Having existed for 35 years in the Brisbane market, the nature of how they treat their staff and contribute to clients is a testament to their success and recognition.
Role Overview
The business is continuing to grow through referrals of "like" clients. By virtue of the complexity of their clients' affairs, only a small number of new high net worth clients are engaged each year. You will work intimately with the directors to transition existing relationships to be under your care and advice, and will start engaging with new clients too. With the firm at capacity, as the successful applicant you will be an important part of the growing framework and future of the business. The rewards are significant - financially, developmentally and personally.
Skills and Experience
You want to work with the best. Best means not just competence, knowledge and skill, it also means quality of people. You also value solid foundations, compliant processes, strong relationships and a quality infrastructure across strategic and investment advice.
You understand that long-term relationships are built on trust and transparency. You are motivated by a long-term future beyond just being an employee. You are well educated and have worked closely with other professional service providers.
You have a sound knowledge of complex financial structures and advice strategies to high-net-worth family groups, and you demonstrate client engagement and influencing skills.
How to Apply
Click on the APPLY button or contact Ric Zanetti by calling 0413020864 or via email on ric.zanetti@profusiongroup.com
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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