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Career-Defining Private Wealth Opportunity
2 weeks ago
About Us
We are shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
The RoleThis is a career-defining opportunity for an experienced Private Wealth Adviser to support Senior Private Wealth Advisers in managing high net worth client relationships. The role will deliver compliant financial advice based on a thorough understanding of clients' values and goals.
- Accountability lies with you to assist Senior Private Wealth Advisers in successfully managing client relationships.
- Deliver high quality retail financial advice to clients that aligns with their values, goals, and financial position.
- Adhere to private bank policy and process regarding advice delivery and investment execution.
- Oversee and approve the implementation of client advice and instructions, ensuring accuracy, timeliness, and compliance with process and policy.
- Work effectively as part of an advice team including senior private wealth advisers, advice assistants, and paraplanners.
- A professional certification in financial advisory services.
- Previous experience providing retail financial advice to high net worth clients with complex needs.
- An excellent understanding of financial services products, including investments, superannuation, SMSF, and insurance.
As a growth-minded organisation, we welcome applicants who have most of these skills and are eager to learn and develop.
We celebrate diversity and welcome applications from everyone. We encourage you to discuss any adjustments you may require to our recruitment process or the role itself.
Why This Role Is Right For YouFrom day one, you'll be working on meaningful projects that shape a world where people and communities thrive. You'll have access to resources, opportunities, and support to take your career to the next level.
We offer flexible working arrangements and a range of benefits, including access to health and wellbeing services and discounts on selected products and services.
