Trust and Wealth Adviser

4 weeks ago

Sydney, Australia Equity Trustees Full time

Join us in a pivotal role where you'll manage fiduciary accounts with precision and care. As part of EQT TWS, you'll oversee investment management, crafting initial plans and conducting reviews to ensure adherence to our framework. You'll also play a vital governance role, offering support to Trust Managers and nurturing relationships with key stakeholders to drive success in fiduciary investment functions. Your expertise will make a difference in safeguarding and growing the wealth of our valued clients.

About The Role:

  • Operating In a fiduciary capacity, writing the initial Investment Plan for the trust based on the objectives of the beneficiary/s
  • Undertaking the annual Prudent Person Review of the investment strategy set for the trust
  • Performing a governance role where a trust is advised by a financial adviser outside of the trustee
  • Collaborate with Trust Managers and communicate with Co-Trustees and Beneficiaries on their trust investments to enhance client engagement

What You'll Need To Succeed:

  • Experience working in the Trustee Industry, Financial Advice or Funds Management Industry
  • Possess high levels of empathy, resilience, and emotional intelligence
  • Understanding of Trust Law and Prudent Person Principles
  • Understand of legislative landscapes in Trustee, Philanthropy, and Financial Advice industries
  • Excellent financial modelling skills
  • Postgraduate qualification, preferably CFP or FINSIA
  • Are RG146 compliant
  • Have a tertiary qualification in Finance or a related field

What We Can Offer You:

  • A warm, open and supportive culture in a vibrant and collaborative team
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • Discounted tax and estate planning services
  • Great central CBD location, modern office fit-out and end-of-trip facilities

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and are now one of Australia’s largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client’s best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia’s leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

This vacancy is managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you.

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