As a senior wealth advisor, you will deliver tailored investment and strategic advice to high-net-worth individuals and their families.
Building strong relationships is crucial to providing an exceptional client experience.
* You will oversee and prepare advice documents, maintaining the highest standards of professionalism and compliance.
* Additionally, you will attract and retain clients, build networks, and collaborate with internal teams and external professionals to promote your services and onboard new clients.
* Furthermore, you will have opportunities to mentor junior advisors, sharing your expertise and fostering their growth.
In this role, you will contribute to initiatives driving innovation and reinforcing your position as a leading private bank in Australia.