Senior Financial Adviser - Private WealthWork 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 strong relationships, lead strategic conversations and deliver meaningful outcomes.The opportunityThis 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 clientsLead strategic reviews and ongoing advice conversationsDeliver holistic advice across wealth creation, retirement, superannuation,
investments and estate planningDevelop tailored strategies around each client's goals, circumstances and valuesPartner with the support team to deliver an exceptional client experienceWhat you will bringQualifications and experience as a Financial AdviserA solid track record managing affluent or high-net-worth clientsConfidence navigating complex strategies and client circumstancesStrong technical and compliance knowledgeA clear, credible communication style and commitment to quality adviceWhy make the moveA select, engaged and predominantly wholesale client baseSophisticated advice work without a volume-driven modelAn experienced and collaborative support teamHybrid working arrangementsPremium St Kilda Road officesA genuine long-term career opportunity within private wealthIf 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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