Senior Strategic Advisor
We are seeking a strategic advisor to drive the future of wealth management with a firm that values expertise and excellence.
You will elevate your career in a client-centric model with low advisor-to-client ratios, delivering impactful advice and guidance.
Key Responsibilities:
* Lead and manage high-value client relationships with exceptional service orientation and communication skills.
* Conduct regular client reviews and develop tailored financial strategies to meet clients' unique needs.
* Oversee investment analysis, portfolio construction, and management, leveraging industry knowledge and expertise.
* Advise on wealth accumulation, estate planning, tax optimisation, and asset protection, ensuring comprehensive coverage for clients.
* Collaborate across divisions to project manage clients' financial lives, providing seamless support and service.
Requirements:
* Degree in Commerce, Economics, or related field, demonstrating academic achievement and intellectual rigor.
* 5+ years of experience in financial planning or advice, showcasing professional growth and expertise.
* Passion for mentoring and developing high-performing teams, driving success through talent development.
* Strong analytical and problem-solving skills, with proficiency in tools like Excel and Xplan.
Benefits:
Join a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand.
Enjoy a collaborative work environment, flexible working arrangements, and opportunities for career advancement and professional growth.