Your recent company
You will be working with an established boutique private wealth management company that provides financial investment, professional and bespoke concierge services to UHNW & Family offices.
Your new role
As the Client Advisor, you will be the "concierge" to provide investment, professional services and lifestyle needs of your clients. The business will be able to support all services execution on behalf with an open architecture platform, while you serve as the key contact point between the client and external vendors to provide the services.
What you'll need to succeed
- Undergraduate degree in business, accounting, finance or equivalent
- At least 10 years of experience in managing UHNW clients within banks, asset management companies or other family offices
- An existing clients to introduce to the business utilizing their services, NOT necessary investing funds or bringing a book
- Someone who prefer a more flexible working arrangement, while highly passionate in serving UHNW clients in all their needs
- Great communication skill
Candidates within APAC (especially from Hong Kong or Singapore) who are looking to relocate to Sydney are welcome to apply. My client is open to offer work sponsorship for the right candidate. For further details regarding this vacancy please contact your HAYS Banking Expert, Wilson on 02 9249 2240 or email your updated resume to
[email protected]
📌 Client Advisor - Private Wealth (Sydney)
🏢 Hays
📍 Sydney