Senior Private Wealth Advisor

7 days ago

Perth, Western Australia Macquarie Group Full time

Join to apply for the Senior Private Wealth Advisor role at Macquarie Group2 weeks ago Be among the first 25 applicantsJoin to apply for the Senior Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.
We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities.
We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability.
You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.What role will you play?
Through your experience and expertise you will deliver bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families.
Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience.
You will also oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.As a Senior Private Wealth Adviser, you will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote Macquarie Private

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