26 Aug
|
Important Group
|
Queensland
26 Aug
Important Group
Queensland
Job Description
HSP Private Wealth, a well-established private wealth firm in Brisbane, is seeking a team-oriented qualified to support a Senior Adviser.
You will prepare client review packs, assist with advice implementation, and manage ongoing client relationships in a cooperative environment.
The role requires at least 3 years in a client-facing role, exposure to superannuation, investments and tax strategies, and robust communication and organisational skills.
Xplan experience is preferred.
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📌 Private Wealth Client Services Specialist Queensland
🏢 Important Group
📍 Queensland