Private Wealth Adviser | Perth, WA | Full-Time, Permanent
We are working with a leading private banking team in Perth to find a Private Wealth Adviser to support the delivery of financial advice to high-net-worth clients.
This is an opportunity to work closely with Senior Private Wealth Advisers, deliver compliant retail financial advice, and build a career within a well-supported advice team.
What you'll be doing
- Supporting Senior Private Wealth Advisers to successfully manage client relationships
- Providing high-quality retail financial advice aligned with clients' values, goals and financial position
- Overseeing and approving the implementation of client advice and instructions
- Working as part of a broader advice team including senior advisers, an advice assistant and paraplanners
- Engaging regularly with referral partners, including private and business bankers
- Adhering to the Corporations Act, ASIC requirements and the Adviser Code of Ethics
- Resolving or escalating client complaints in line with policy
- Supporting client retention, new client growth and referral activity
What you'll bring
- Completion of the financial adviser qualified exam
- Completion of the professional year (if required to provide retail financial advice)
- Experience providing retail financial advice to high-net-worth clients with complex needs
- Strong understanding of financial services products, including investments, superannuation, SMSF and insurance
- Solid understanding of the advice process and relevant legal and regulatory requirements
Why apply
- Work alongside experienced Senior Advisers on high-net-worth client relationships
- Build your technical and advisory skills within a well-supported team
- Genuine pathway to progress your career in private wealth advice