Personalized Financial Guidance
As a senior investment professional, you will develop tailored wealth strategies for high-net-worth individuals and their families.
* Advise clients on bespoke financial planning and investment advice, ensuring the highest standards of professionalism and compliance.
Key Responsibilities
You will oversee and prepare expert advice and review documents. Additionally, you will attract and retain high-net-worth clients by building networks and collaborating with internal teams and external professionals to promote Macquarie Private Bank and onboard new clients.
Requirements
This role demands:
* 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.