Private Client Adviser

2 weeks ago

Melbourne, Australia Equity Trustees Full time

Are you ready to take your wealth management expertise to the next level?

Join us as a Private Client Adviser, where you'll deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts. With a focus on exceptional service, you’ll manage an existing portfolio of Private Clients while actively promoting Equity Trustees' renowned Private Client services across Melbourne and Regional VIC.

About the role:

  • Manage and service an existing book of high-net-worth clients
  • Provide holistic and detailed strategic solutions
  • Manage client portfolios, which include direct equities, managed funds and exchange-traded funds
  • Represents Equity Trustees by building and maintaining trusting relationships with clients, providing a high level of personalised service
  • Build on existing referrals and manage relationships
  • Stay informed of industry trends and regulatory changes, ensuring compliance with all relevant standards and Equity Trustees’ processes
  • Collaboration with the broader Equity Trustees division to provide impactful client outcomes

What you'll need to succeed:

  • Minimum of 5 years experience as a Financial Planner
  • Excellent communication skills
  • Proven experience in maintaining long-term, trusting relationships
  • Proven expertise in investment strategies, estate planning, superannuation and retirement planning and tax-effective approaches.
  • Strong compliance, and technical knowledge around legislative and regulatory requirements to provide quality advice in the client's best interest
  • Strong sense of professionalism with a growth mindset and a client-centric approach
  • Strong organisational and prioritisation skills
  • Highly motivated with an ability to generate referrals from existing client base and referral partners.
  • FASEA-approved qualifications
  • Enjoy being part of a team and contributing to a positive culture

What we offer:

  • Embrace a warm, open, and supportive culture
  • Enjoy an attractive remuneration package, including reward and recognition programs
  • Access an employee wellness program with discounted health insurance and an employee assistance program
  • Engage in our workplace volunteering and giving program to make a positive impact on the community
  • Proudly part of the Top 30 Best Workplaces to Giveback
  • Benefit from discounted tax and estate planning services
  • Work in a great central CBD location with a modern office fit-out and end-of-trip facilities
  • Embrace a flexible/hybrid working environment

About us - Trusted since 1888

Established in 1888, Equity Trustees has grown to become one of Australia's largest specialist trustee companies. We are dedicated to helping our clients grow, manage, and protect their wealth for current and future generations. As a trustee company, we prioritize always acting in our client's best interests, fostering an environment where they feel safe, valued, and cared for.

Committed to providing a flexible, rewarding, and supportive workplace, we encourage individual development. Joining us means contributing to our business growth while advancing in your career. With 130 years of strength and continuous growth, apply now to become part of our successful contemporary trustee company

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