Work with high-net-worth clients, deliver advice with genuine depth and leave the volume-driven model behind.
This established private wealth firm works with a select portfolio of financially sophisticated individuals and families. Most clients are wholesale, average fees are approximately $20,000 and the advice is comprehensive, considered and highly tailored.
You will inherit an existing portfolio and have the time, support and professional freedom to build solid relationships, lead strategic conversations and deliver meaningful outcomes.
The opportunity
This is a relationship-led role for an experienced adviser who enjoys complex strategy and wants to remain close to the client. Supported by an experienced team, you will focus on the work that adds the most value.
Manage and deepen relationships with an established portfolio of high-net-worth clients
Lead strategic reviews and ongoing advice conversations
Deliver holistic advice across wealth creation, retirement, superannuation, investments and estate planning
Develop tailored strategies around each client’s goals, circumstances and values
Partner with the support team to deliver an exceptional client experience
What you will bring
Qualifications and experience as a Financial Adviser
A strong track record managing affluent or high-net-worth clients
Confidence navigating complex strategies and client circumstances
Strong technical and compliance knowledge
A transparent, credible communication style and commitment to quality advice
Why make the move
A select, engaged and predominantly wholesale client base
Sophisticated advice work without a volume-driven model
An experienced and team-oriented support team
Hybrid working arrangements
Premium St Kilda Road offices
A genuine long-term career opportunity within private wealth
If you have built your career around quality relationships and considered advice, this is an opportunity to work with clients and strategies that reflect your experience.
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