Senior Wealth Management Professional

3 days ago

Brisbane, Queensland, Australia Derwent Search Full time
Compliance & Risk (Banking & Financial Services)

We have been retained to find and appoint a new Associate Partner or Partner to join the Wealth Management practice of a prominent accounting and advisory firm with an international presence.

The firm is on a steep growth trajectory and a senior person is required to add leadership and capacity to the team in a specific region.

This is an exceptional opportunity and different from most due to the unique way that the firm operates.

You will play a pivotal role in advancing the business strategy and driving the firm's growth.

You will be a dynamic leader with a strong growth mindset who is passionate about innovation, client relationship cultivation, and fostering a culture of continuous improvement.

In this leadership role, you will champion initiatives, identify and seize new business opportunities, and mentor teams to deliver exceptional client service.

You will work within a collaborative team model, leveraging offshore and virtual resources to meet client needs effectively.

The role is based in a specific region but the client may relocate the right candidate and also consider flexible working arrangements.

To be considered for this position you should have the following profile:

  • 5-8+ years' experience providing wealth management and other financial services for individuals, families, SMEs, and institutions.
  • Highly knowledgeable across all aspects of wealth management; with a contemporary understanding of relevant financial and economic drivers, investment opportunities, risk management strategy, legislative influences, and local and international markets.
  • Business development aptitude, strong business leadership skills, and the ability to develop the practice and team.
  • Ability to collaborate with a range of internal and external stakeholders.
  • Driven and pro-active, with an 'entrepreneurial mindset'.

If this sounds like you then we'd very much like to hear from you.

To apply for this position, please submit a resume.

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