About the company
This leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry.
About the role
As a Wholesale Investment Adviser you will be responsible for providing strategic investment advice to high-net-worth individuals, institutional investors, and other wholesale clients. You will build your book by developing relationships with established referral partners and leverage your financial market expertise to help clients achieve their financial goals through customised investment strategies.
Responsibilities
* Provide strategic investment advice to high‑net‑worth individuals, institutional investors and wholesale clients.
* Build and maintain a book of business through strong relationships with referral partners and clients.
* Leverage market expertise to develop customised investment strategies that meet client goals.
Qualifications
* Extensive experience as a Wholesale Financial Adviser.
* Ability to build strong relationships with UHNW clients.
* Strong business development skills.
* Great understanding of compliance frameworks in the advice industry.
* Tertiary qualifications in Finance, Business, Economics or a related field.
Benefits
* Attractive salary package (base salary and commission).
* Established clients and referral partners.
* Collaborative environment focused on long-term client outcomes.
* Positive work/life balance encouraged with potential flexible working arrangements.
* Great career development opportunities.
* Fun social events.
To apply for this role, click on the "Apply Now" button or email.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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