CBD business managing UHNW and family office clients. Strategic appointment supporting continued growth.

- Ranked in the 100 Best Workplaces in Australia
- Be part of a team who values integrity, humility, empathy and courage
- UHNW client groups and growth

Company Overview How often do you consider what it would be like to work for a business that has purpose and structure aligned to you? Where you feel genuinely respected and rewarded for your contribution to clients and the business as a whole? This business has been ranked in the 100 Best Workplaces in Australia. Having existed for over 30 years in the Brisbane market, the nature of how they treat their staff and contribute to clients is a testament to their success and recognition.

Role Overview The business is continuing to grow through referrals of "like" clients. By virtue of the complexity of their clients' affairs, only aligned recent high net worth clients are engaged each year. You will work closely with the directors to transition existing relationships to be under your care and advice.

With the firm at capacity,



as the successful applicant you will be an important part of the growing framework and future of the business. The rewards are excellent - financially, developmentally and personally.

Skills and Experience

You want to work with competence, knowledge and skilled quality of people. You also value solid foundations, compliant processes, strong relationships and a quality infrastructure across strategic and investment advice.

You understand that long-term relationships are built on trust and transparency. You are motivated by a long-term future beyond just being an employee. You are well educated and have worked closely with other professional service providers.

You have a sound knowledge of financial structures and advice strategies to high-net-worth family groups (or are developing), and you demonstrate client engagement skills.

Contact Ric Zanetti by calling (phone hidden) or via email on [email protected]

📌 Private Client Advisor (Brisbane)
🏢 Profusion
📍 Brisbane