Senior Wealth Management Consultant

7 days ago

Sydney, New South Wales, Australia William Buck Full time

Why You Will Appreciate Working Here:

With around $1 billion in assets under management, you will be instrumental in overseeing client portfolios and fostering positive results. As a key member of the team, you will have the chance to guide and nurture junior colleagues while making a significant difference in the lives of our clients.

Our Wealth Advisory sector has consistently expanded at an impressive +20% year over year for the last four years.

We pride ourselves on delivering 'fee-only', client-focused guidance.

Operating under our own license and collaborating with Directors and Senior Advisors, as well as the wider William Buck divisions, you will offer sophisticated, customized advice to successful entrepreneurs, high-ranking executives, and ultra-high net worth families.

With a strong focus on ongoing education, including technical training and the development of interpersonal skills, you will have the resources and support to continue your professional growth and achieve your career aspirations.

Key Responsibilities:

Managing client relationships Creating comprehensive and genuinely intricate strategic advice documents Conducting progressive client reviews Formulating financial strategies across various entities Collaborating with the broader William Buck division to create impactful client outcomes Performing investment analysis, portfolio construction, and management Researching and devising financial strategies encompassing wealth accumulation, investment tactics, balance sheet restructuring, debt management, estate planning, tax minimization, and asset protection Mentoring and developing junior team members Engaging in networking and business development initiatives

Qualifications Required:

Degree in Commerce, Economics, or a related discipline Over 5 years of experience in financial planning/advice, superannuation consulting, or a similar field A strong passion for mentoring and motivating a high-performing team Exceptional focus on client service Excellent communication, lateral thinking, and problem-solving abilities Proficiency in Word, Excel, and Xplan

Ready to take the next step in your career? We look forward to your application.

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