Banking Finance Financial Planning Perth Permanent / Full Time Work directly with high-net-worth clients and experienced Senior Advisers Build your technical and advisory skills in a well-supported team Clear pathway to grow your career in private wealth 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 prospect 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 professional 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