Private Wealth Client Services Specialist Queensland

Private Wealth Client Services Specialist Queensland

26 Aug
|
Leading
|
Queensland

26 Aug

Leading

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 team-oriented setting.
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The role requires at least 3 years in a client-facing role, exposure to superannuation, investments and tax strategies, and strong communication and organisational skills. Xplan experience is preferred.
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📌 Private Wealth Client Services Specialist Queensland
🏢 Leading
📍 Queensland

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