Full time or Part time Equity Partner
1 week ago
About the job
- Join a growing wealth management business
- Independence and client centricity are our core values
- Hybrid working model based anywhere in Australia
- Servicing family offices and, HNW's
- Family office culture, best of breed assets, innovative solutions
- Head office is located in Bowral, Southern Highlands, NSW
Why join Samach?
- Corporate structure - ability to advise via CAR structure
- Flexible offering - autonomously operate your clients
- Equity – available now or based on tenure, performance and compliance adherence.
The Opportunity
Samach Private Wealth is seeking an experienced Partner - Adviser to join our growing business. The successful candidate will have an existing book of clients that you can transition to Samach.
We are looking for an appropriately qualified individual who has a demonstrated track record of building and cultivating a successful business of clients while providing financial advice to a range of clients, including individuals, HNW's/UHNW's and families.
The right candidate will have the opportunity to nurture their existing book of clients, enhance their offering through access to alternate investment solutions and build their current book.
Join the owners in building the impact investment management side of the business here in Australia as well as in Europe.
About You
- Compliance with FASEA requirements
- A strong interest in Impact Investing
- Track record (at least 3 years) in advising retail and sophisticated/professional clients
- Have a clear strategy to build your business alongside managing ongoing relationships
- Demonstrated sustainable growth of a client base and have established referral networks
- Excellent client rapport and relationship management enabling you to recommend suitable portfolio strategies virtually and face to face
- Strong presentation and communication skills (verbal and written)
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