Private Client Advisor

2 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas- PermanentOur client is Global brand and recognized as a market leader. A unique opportunity has become available for an experienced Private Client Adviser to join their team in Sydney.

You will be directly responsible for a large book of HNW clients and be entrusted with developing these relationships through inventive investment strategies whilst seeking new opportunities for development.

**Responsibilities**
- Analysis of customer needs, providing them with expert strategic advice
- Provision of a quality level of service to clients
- New business growth
- Adherence to compliance and regulatory practices

**Experience**
- CFP qualifications highly desirable
- Superior communication skills both written and verbal
- Demonstrated experience in a similar role
- Strong relationship building skills
- Demonstrated history of success in provision of a range of financial strategies

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