Retail Client Investment Adviser

3 days ago

Sydney, Australia SJM Search & Selection Full time

Prestigious Business
- New HNW Retail Client Advise Team
- Profit share + High Uncapped Income

**The opportunity**

We are seeking experienced HNW Private Client Advisors, or a Team and Manager who are well connected with an established client list to complement their institutional team, leading research and analysts to grow their retail HNW client business and network.

**The role**

This role is to function as a trusted advisor to High-Net-Worth retail clients providing in depth and accurate advice relating to the business research, corporate finance, IPO amd Mid-Cap offerrings, and general market activity building on new and already established relationships.

**Responsibilities**
- Provide accurate and timely advice pertaining to ASX listed equities
- Grow the High-Net-Worth client base and Partner Network
- ASX listed company “Virtual” roadshows IP0 and Mid-Caps
- Possibly accompany ASX listed companies on roadshows
- Meet team targets relating to activity levels, evenue, and AUM

**About you**
- You will have at least five years’ experience servicing High New Worth
- Have an existing portfolio of key relationships and be well connected
- Tertiary qualifications in the relevant field are desirable
- Entrepreneurial with high initiative-taking and highly results driven
- Enthusiastic about your own growth and the growth of the business
- Embrace core values, our mission and immerse yourself in the proven processes
- Be a team player who thrives on working with a busy, high achieving desk
- Proven strong strategic sales and business development skills
- Excellent communicator at all levels

**The next step**

**Job Types**: Full-time, Graduate

**Benefits**:

- Employee discount
- Employee mentoring program
- Maternity leave
- Parental leave
- Professional development assistance
- Profit sharing
- Referral program
- Salary packaging
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission
- Monthly bonus
- Performance bonus
- Retention bonus
- Signing bonus

Ability to commute/relocate:

- Sydney City NSW: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Experince and proven success in a retated role

**Education**:

- Bachelor Degree (required)

Work Authorisation:

- Australia (required)

  • Financial Investment Adviser

    2 weeks ago

    Sydney, Australia Morgan Young Pty Ltd Full time

    **About Us**:Our client specialises in financing property developments across Australia and New Zealand. **About the Role**:We are seeking a motivated and detail-oriented individual to join our Distribution team as a Financial Investment Adviser. **Key Responsibilities**: - Support the delivery of compliant, high-quality financial advice to investors...

  • Financial Investment Adviser

    2 weeks ago

    Sydney, New South Wales, Australia morgan young Full time $104,000 - $130,878 per year

    About Us: Our client specialises in financing property developments across Australia and New Zealand.About the Role: We are seeking a motivated and detail-oriented individual to join our Distribution team as a Financial Investment Adviser.Key Responsibilities: Support the delivery of compliant, high-quality financial advice to investors across multiple...

  • Financial Investment Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Morgan Young Full time $80,000 - $90,000 per year

    About Us: Our client specialises in financing property developments across Australia and New Zealand.About the Role: We are seeking a motivated and detail-oriented individual to join our Distribution team as a Financial Investment Adviser.Key Responsibilities:Support the delivery of compliant, high-quality financial advice to investors across multiple...

  • Investment Adviser, Associate, 80-120k

    3 weeks ago

    Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment FirmHNW Private ClientsPortfolio Management - Circa $1B FUASupport 2-3 Senior AdvisersPathway to full Advice rolePackage circa $70-90k + SuperAre you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?Manly based independent AFSL Investment Advice specialist firm with a...

  • Investment Adviser, Associate, 80-120k

    3 weeks ago

    Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment Firm HNW Private Clients Portfolio Management - Circa $1B FUA Support 2-3 Senior Advisers Pathway to full Advice role Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an...

  • Investment Adviser, Associate, $80-120k

    1 week ago

    Sydney, Australia Blue Tree Group Full time

    - Boutique Investment Firm - HNW Private Clients - Portfolio Management - Circa $1B FUA - Support 2-3 Senior Advisers - Pathway to full Advice role - Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role? Manly based independent AFSL...

  • Client Service Officer- Investments and

    1 week ago

    Sydney, Australia Chandler Macleod Full time

    **Our Client**: Our client is a leading investment platform provider in the Fintech space. They are an ASX listed Fintech firm currently experiencing growth. So get your foot in the door in the finance/fintech space with this opportunity. They are seeking 3x employees with knowledge and experience within the Investment/Superannuation space to join their...

  • Investment Performance and Client Reporting Senior Analyst

    3 weeks ago

    Sydney, New South Wales, Australia Australian Ethical Investment Full time

    OverviewInvestment Performance and Client Reporting Senior Analyst role at Australian Ethical Investment. This newly created role focuses on developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes, and generating high quality reports for clients and stakeholders.About UsAustralian Ethical is...

  • Investment Performance and Client Reporting Senior Analyst

    3 weeks ago

    Sydney, New South Wales, Australia Australian Ethical Investment Full time

    OverviewInvestment Performance and Client Reporting Senior Analyst role at Australian Ethical Investment. This newly created role focuses on developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes, and generating high quality reports for clients and stakeholders.About UsAustralian Ethical is...

  • Associate Adviser

    3 days ago

    Sydney Central Business District, Australia SJM Search & Selection Full time

    As our client's on-going Strategic Recruitment Partner our firm SJM Search and Selection are looking for a Trading Representative or Operator. **The oportunity** Due to growth this is a fantastic opportunity to join the very experienced and supportive team located in one of Queenslands most attractive year round climates and locations. They are teh...