Wealth Management Strategist

1 month ago


Adelaide, South Australia Mutual Trust Full time

About Mutual Trust


Mutual Trust is a leading multi-family office providing integrated wealth services to high-net-worth clients, family businesses, and individuals. Our purpose is to empower families to achieve their goals.



Job Description

As a Director of Wealth at Mutual Trust, you will play a critical role in delivering exceptional wealth management services to our esteemed clients. Your primary responsibility will be to provide tailored investment advice and holistic financial solutions to help our clients achieve long-term success.

Key Responsibilities:

  • Develop and implement comprehensive investment strategies for high-net-worth clients
  • Nurture long-term relationships with clients through exceptional communication and collaboration
  • Pursue strategic business development opportunities to grow the client base and expand funds under management
  • Collaborate with internal teams to provide seamless and integrated financial solutions
  • Maintain strict adherence to regulatory requirements and uphold the highest ethical standards


Requirements:

To excel in this role, you will require:

Essential Skills and Qualifications:

  • 10+ years of experience in a senior advisory role, preferably in private wealth or family office settings
  • Strong background in investment strategy development, wealth management execution, and leadership
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
  • Proven track record in delivering high-quality results in a fast-paced environment
  • Hold a degree in Finance, Accounting, Master of Finance, CFA, or related field
  • Certified Financial Planner (CFP) or equivalent qualification
  • Exceptional business acumen, with the ability to develop and support business development opportunities
  • Expertise in cash flow modelling, tax-aware portfolio management, and investment policy development


What We Offer:

At Mutual Trust, we are committed to fostering a dynamic and supportive work environment that encourages growth and development. As a valued member of our team, you can expect:

Benefits:

  • A competitive salary package of AU$180,000 - AU$220,000 per annum
  • Supportive flexible work arrangements and opportunities for professional development
  • Yearly health and well-being allowance and activities
  • Employee assistance program offering free counselling and support
  • Paid community/volunteer days and charity involvement


About Us

Mutual Trust has over 210 staff located across Melbourne, Sydney, Perth, and Adelaide offices. Our diverse team enjoys a fun and engaging culture, with opportunities for growth and development across various competencies, including wealth management, accounting, tax, family office, agri-business, trustee, and philanthropy.

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