Senior Private Wealth Advisor Role
This is an exceptional opportunity to leverage your financial expertise and build trusted relationships with high-net-worth individuals and their families.
You will deliver bespoke investment and strategic advice, ensuring an outstanding client experience through meticulous planning and professional execution.
Key responsibilities include:
* Delivering tailored financial and investment solutions
* Building long-term relationships with clients
* Preparing and reviewing comprehensive advice documents
* Mentoring junior advisors and fostering their growth
To be successful in this role, you will need:
* FASEA registration and compliance with ASIC regulations
* Proven track record of delivering compliant and effective financial advice
* Strong leadership and collaboration skills
* Exceptional communication and presentation skills
This position offers a unique chance to develop your career while making a lasting impact on the lives of our clients.