Senior Wealth Manager

2 days ago

Sydney, New South Wales, Australia Grant Executive Search Full time $150,000 - $200,000 per year

New Senior Wealth Adviser career role with this Top Tier Private Clients group

  • Top Tier Private Clients Group
  • New Senior Adviser Private Clients
  • Excellent Package plus Bonus & Lifestyle Balance

This organisation is one of Australia's Top Tier Private Clients Group with a impressive track record of exceptional client service delivery. They pride themselves on their strong client values and despite challenging global financial market conditions they continue to have excellent growth. Through strategic growth they are now looking to hire new Senior Financial Wealth Adviser positions focusing across their HNW Clients Group.

As a Senior Wealth Adviser your challenge will be to continually manage a book of high net worth clients and have responsibility for giving holistic advice and ongoing client reviews focusing across the HNW sector. To be successful you will have proven Senior Adviser experience in working ideally with a wholesale client focus & giving top tier strategic holistic financial advise.

You will be provided with an established HNW client base and encouraged to grow further HNW client alliances already in place to the next level with their excellent referral system. Supported by a professional collaborative administration team, you will be given every opportunity to succeed and develop as a future leader in the direction you wish across this Top Tier Private Clients group.

To be successful you will have previous holistic Senior Adviser experience working with HNW Clients ideally with a wholesale focus. Your personable and professional nature will ensure you are able to effectively manage and communicate with key stakeholders, both written and verbally. As a prerequisite for this role, you will be degree qualified and have a Diploma of Financial Planning (1-8) or CFP being an advantage and are now looking to take the next challenge in your career with this Top Tier Private Clients group.

Please contact Paul Gerrard at Grant Executive Search or alternatively submit your application via the Apply Button.

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