High Net Worth Client Manager

2 days ago


Melbourne, Victoria, Australia Grant Executive Search Full time
Top Tier Private Clients Group Opportunity

This esteemed organisation, a Top Tier Private Clients Group in Australia, boasts an impressive track record of exceptional client service delivery.

With a strong focus on client values, they have maintained excellent growth despite challenging global financial market conditions. As a result, they are now seeking new Senior Wealth Advisers to join their HNW Clients Group.

As a Senior Wealth Adviser, you will be responsible for managing a book of high net worth clients and providing holistic advice and ongoing reviews focusing across the HNW sector. To succeed, you will need proven Senior Adviser experience in working with this sector, offering strategic holistic financial advice to add value to clients long term.

You will be provided with an established HNW client base and encouraged to grow further HNW client alliances already in place. A professional collaborative administration team will support you every step of the way, enabling you to succeed and develop as a future leader in the direction you wish.

To excel in this role, you will require previous holistic Senior Adviser experience working with HNW Clients. Your personable and professional nature will ensure effective management and communication with key stakeholders, both written and verbally. A degree qualification and Diploma of Financial Planning (1-8) or CFP are essential prerequisites for this position.

The estimated annual salary for this role is approximately $150,000 AUD, plus a bonus and excellent lifestyle balance. If you are looking to take the next challenge in your career with a Top Tier Private Clients group, please submit your application via the Grant Executive Search website.



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