What role will you play?
Through your experience and expertise, 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. You will also oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.
As a Private Wealth Adviser, you will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote Macquarie Private Bank and onboard new clients. You will contribute to initiatives that drive innovation and reinforce Macquarie Private Bank's position as Australia's leading investment-focused private bank.
What You Offer
Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
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 Macquarie Private Bank
What We Offer
Benefits
1 wellbeing leave day per year
Up to 5 additional service bonus leave days per year
Up to 20 weeks' paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks' paid leave for non-primary caregivers
2 days of paid volunteer leave and donation matching
Up to 12 months' gender affirmation leave, including 6 weeks' paid leave
Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
Access to a wide range of salary packaging options
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment
About Banking and Financial Services
Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.
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. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.
Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.
Seniority level
: Entry level
Employment type
: Full-time
Job function
: Finance and Sales
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