Banking Finance Financial Planning Perth Permanent / Full Time Genuine ownership of UHNW client relationships, not just support Backed by a strong paraplanning and support team Real career growth 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 strong 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 Robust 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.