About the role
You will manage a high‐value portfolio of complex, high‐net‐worth clients while delivering holistic strategic advice. Reporting to the Director, you will lead client relationships, oversee implementation, and collaborate with internal specialist teams. This role contributes to firm growth and offers future succession/equity.
* Deliver high‐quality strategic advice
* Develop tailored wealth strategies for complex/HNW clients
* Build and manage long‐term client relationships
* Lead reviews, portfolio oversight and ongoing advice
* Maintain compliance with licensee and regulatory standards
* Identify strategic opportunities to enhance client outcomes
* Support business growth via referrals and networks
Skills & Experience
* Relevant degree and Financial Planning qualifications
* Strong experience advising HNW/complex clients
* Deep knowledge of investments, super, structures & SMSFs
* Proven capability to build and retain client relationships
Benefits
* Team and individual bonus structure
* Opportunities for equity and succession participation
* Social culture: birthdays, events, Christmas celebrations
* Supportive environment with a strong focus on quality
About the company / Culture
A well‐established boutique wealth advisory firm with more than 20 years in operation and a high‐performing team of advisers and support staff. The firm offers holistic advice to a selective HNW client base, focusing on quality over volume.
People enjoy working here because the environment is supportive, professional and rewarding. The business is also preparing for internal succession, offering long‐term growth for the right senior adviser.
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to .
Please note only shortlisted candidates will be contacted.
#J-18808-Ljbffr