Retail Client Investment Adviser

2 weeks 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)

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