High Net Worth Financial Advisory Expert
2 weeks ago
This esteemed Top Tier Private Clients Group boasts an impressive track record of delivering exceptional client service in challenging global financial market conditions.
As a Senior Wealth Adviser, you will be responsible for managing a book of high net worth clients and providing holistic advice through ongoing client reviews. Your proven experience in the HNW sector, combined with your ability to give strategic financial advice, will add significant value to these clients in the long term.
You will inherit an established HNW client base and be encouraged to grow existing alliances to the next level, leveraging the company's excellent referral system. A professional collaborative administration team will support you in achieving success and developing as a future leader within the organization.
To succeed in this role, you must possess previous holistic Senior Adviser experience working with HNW Clients. Your personable and professional nature will enable effective communication and stakeholder management, both verbally and in writing. A degree qualification and a Diploma of Financial Planning (1-8) or CFP are essential prerequisites, with a strong emphasis on career progression.
The estimated salary range for this position is AU$120,000 - AU$180,000 per annum, commensurate with experience and qualifications. If you are a motivated and ambitious Senior Adviser looking to take your career to the next level, please submit your application via the designated channel.
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