Banking & Finance
Financial Planning
Perth
Permanent / Full Time
Genuine ownership of UHNW client relationships, not just support
Backed by a robust paraplanning and support team
Real growth prospects in private wealth advice
Senior Private Wealth Adviser | Perth, WA | Full-Time, Permanent
We are working with a leading private banking team in Perth to find a Senior Private Wealth Adviser ready to work with ultra-high-net-worth clients and deliver advice that genuinely moves the needle.
This is an opportunity to back high-net-worth individuals and entities with strategic, market-leading advice across wealth strategy and investment solutions.
About the role
You'll take deep ownership of client relationships — understanding what really matters to your clients, then delivering complex advice solutions that protect and grow their financial position. You'll be the trusted voice clients turn to, confidently articulating the value of advice while working alongside a strong support team across capability, quality, administration and paraplanning.
What you'll be doing
Delivering complex, strategic advice to ultra-high-net-worth clients across wealth and investment solutions
Building and proactively managing high-value client relationships,
both internal and external
Overseeing and approving the implementation of client advice and investment execution
Partnering closely with private bankers, business bankers and internal referral partners to grow the business
Upholding the highest standards of compliance under the Corporations Act, ASIC requirements and the Adviser Code of Ethics
Mentoring and working within a collaborative advice team
What you'll bring
Extensive experience delivering advice to high-net-worth individuals and entities, with solid knowledge of markets, investments and strategic solutions
FASEA Education Standards met
A strong track record of advice audit results and high ethical standards
Resilience, a fast-paced mindset and genuine appetite for growth
Excellent relationship-building, communication and influencing skills
Strong personal organisation with the ability to work independently and manage competing priorities
Join a team doing meaningful work backing Australian businesses and private clients. Enjoy flexible working arrangements designed to fit your life, genuine investment in your growth, and a workplace that celebrates diverse backgrounds and perspectives.