Company Description Candour Capital is a boutique wealth management firm specializing in personalized fixed income investment strategies that help clients achieve their financial objectives. The firm is led by experienced finance professionals with decades of industry expertise and a solid commitment to high-quality client service.

Candour

Capital partners with individuals and businesses, guiding them through complex investment markets with clear, tailored advice. The team focuses on long-term relationships, transparency, and disciplined investment approaches to support sustainable wealth creation for clients.

Role Description The Private Wealth Advisor is a full-time, in office role based in the Greater Sydney Area. The advisor will manage and grow a portfolio of high-net-worth and emerging affluent clients, providing holistic wealth management including financial planning, investment advice, and estate planning guidance. Day-to-day responsibilities include meeting with clients to assess their goals, designing and implementing tailored fixed income and diversified investment strategies, and monitoring portfolios for performance and risk.

The role involves building and maintaining strong client relationships,



preparing clear reports and recommendations, staying current on market and regulatory developments, and collaborating with internal specialists to deliver integrated solutions. The advisor is expected to uphold high ethical standards, ensure regulatory compliance, and contribute to business development through referrals and networking.

Qualifications

Strong client relationship management skills to build trust, retain clients, and expand relationships across individuals and businesses.

Solid knowledge of Investments, particularly fixed income strategies, portfolio construction, and risk management.

Bachelor or higher degree in finance, economics, business, or a related discipline; advanced qualifications are an advantage.

Excellent analytical, quantitative, and communication skills, with the ability to explain complex concepts in explicit, accessible language.

Proven experience in private wealth advisory, financial services, or a similar client-facing role within investment or wealth management.

Strong ethical judgment, commitment to regulatory compliance, and a client-centric approach to service.

📌 Private Wealth Advisor Sydney
🏢 Candour Capital
📍 Sydney