Private Wealth Adviser
1 week ago
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**:
- Build a book of clients from working with business bankers and larger part of the bank
- 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 7+ years experience as an adviser
- MUST meet all FASEA requirements
- Highest level of ethics and positive compliance checks
- Strong client centric approach
**The Benefits**:
- Competitive Salary and exclusive benefits
- Great career development opportunities
- Flexible work
- Great exposure to key stakeholders
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