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Private Wealth Strategist
2 weeks ago
We provide bespoke investment solutions tailored to the unique needs of high-net-worth individuals and their families.
Our team empowers clients with market-leading expertise, innovative thinking, and robust risk management strategies.
As a Private Wealth Adviser, you will work closely with our team to deliver exceptional client experiences through trusted relationships, proactive advice, and comprehensive support.
You will oversee and prepare strategic documents, uphold the highest standards of professionalism and compliance, and attract and retain high-net-worth clients through your networks and collaborations.
The role requires:
- Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
- Proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.
- Exceptional presentation skills, both in personal interactions and deliverables.
- Ability to build trusted, long-term relationships with clients.
- Existing relationships or ability to cultivate networks that bring new clients to the organization.
- Wellbeing leave days, service bonus leave days, paid parental leave, transition leave, and gender affirmation leave.
- Volunteer leave, donation matching, health benefits, and flexible working arrangements.
- Reimbursement for work from home equipment.
