Overview
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.
Responsibilities
* As a Senior 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.
* Be responsible for mentoring junior advisers, sharing your expertise and fostering their professional growth.
* Contribute to initiatives that drive innovation and reinforce Macquarie Private Bank's position as Australia's leading investment-focused private bank.
* Oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.
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