Job Description
We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. Our team is 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.
We are a global financial services group operating in multiple markets, 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.
As a Private Wealth Adviser, 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.
Required Skills and Qualifications
* Completion of FASEA requirements and registration on the ASIC Financial Advice Register
* A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
* Exceptional presentation skills, both in personal interactions and deliverables
* The ability to build trusted, long-term relationships with clients
* Existing relationships or the ability to cultivate networks that bring new clients to our organization
Benefits
* Wellbeing leave day per year
* Additional service bonus leave days per year
* Paid parental leave for primary caregivers along with transition leave upon return to work, and paid leave for non-primary caregivers
* Volunteer leave and donation matching
* Gender affirmation leave, including paid leave
* Access to Employee Assistance Program and wellbeing benefits
* Salary packaging options
* Learning and development opportunities, including reimbursement for professional membership or subscription
* Hybrid and flexible working arrangements
* Reimbursement for work from home equipment
Our Commitment to Diversity, Equity and Inclusion
We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background.