Strategic Wealth Advisor
3 days ago
We empower high-net-worth individuals and families to achieve their financial goals through our market-leading investment expertise, innovative thinking, and robust risk management.
Our Unique AdvantageWith 56 years of unbroken profitability, we bring together diverse professionals who shape possibilities in the global financial services industry. As a trusted partner for clients worldwide, we provide exceptional value through bespoke investment and strategic advice.
Your RoleAs a Wealth Strategist, you will deliver tailored investment and wealth planning solutions to high-net-worth individuals and their families. Building strong relationships and providing outstanding client experiences are key to your success.
You will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote our private bank and onboard new clients. You will also contribute to initiatives that drive innovation and reinforce our position as Australia's leading investment-focused private bank.
Your Key Skills- FASEA 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 our private bank
- Flexible working arrangements and wellbeing leave days
- Volunteer leave, donation matching, health benefits, and service bonus leave days
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