Our client is a boutique financial advice firm based in Sydney CBD that look after a very sophisticated client base. They have a real passion for what they do, and are looking for someone who wants to grow with the business and become an adviser long term.
Duties and Responsibilities;
As the Associate Adviser your main responsibility will be to maintain a relationship with all HNW/ UHNW clients. In this position you will work directly with an adviser meeting and exceeding the expectations of the clients.
- Ensuring all required documents are prepared for client meetings
- Be the primary point of contact for clients
- Attend client meetings with the adviser either in person or virtual
- Completing meeting follow-ups, and sending meeting summaries to clients and planning future meetings
- Overseeing the workflow management and delegate to the support team
- Assisting in developing investment ideas and executing client trades
- Draft Advice documentation where appropriate
Skills & Experience
- 3+ years' industry experience dealing with HNW clients
- Exposure to both retail and wholesale advice
- Exceptional written and verbal communication skills
- Excellent knowledge of the financial planning industry
- Broad knowledge of financial planning concepts, legislation and regulations
If this sounds like you, please apply via the link below!
📌 Private Wealth Associate Adviser (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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