Private Wealth Adviser

1 week ago

Sydney Central Business District, Australia Chandler Macleod Full time

An excellent opportunity has arisen for an experienced Private Wealth adviser join a leading Australian Private Bank. You will also work with an affluent existing client base and work closely with the Senior Private Wealth Adviser servicing holistic and wholesale advice.

This role is a rare opportunity to work alongside a strong back office team along with a great client base. The firm’s model is set up to provide support to the Private Wealth Adviser allowing you to focus on meeting clients. Clients will all range from a minimum of $5mil FUM upwards

**The Role**:

- Work with Senior Private Wealth Adviser to manage client relationships
- Primary adviser for HNW clients
- Act in customer's best interest and fully understand customers’ needs
- Provide advice to HNW individuals in the wholesale space
- Provide quality advice for clients on complex decisions they need to make regarding their wealth.
- Comply with legislative and regulatory frameworks
- Coach and collaborate with internal referral partners to drive a strong pipeline of referrals

**You Will Need**:

- Role is ideal for someone with either 2+ years experience as an adviser
- MUST meet all FASEA requirements
- Strong experience working with HNW Retail and Wholesale clients
- Highest level of ethics and positive compliance checks
- Strong client centric approach

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