Harbourlight PWM is a successful boutique private wealth practice based in the heart of Sydney focused on exceptional client service and an institutional investment style. We are seeking a highly competent Associate Advisor to join our practice.
About you
- A balanced, insightful, helpful and hard working attitude
- Previous relevant experience within a reputable advice boutique or private bank
- Relevant qualifications & system knowledge (Xplan)
- Sound technical and investment knowledge with a keen interest in investment markets
- A growth focus, both in terms of the business and personally
- Capacity to identify areas of improvement across the business
- Explicit, professional written and verbal communication skills
- Someone who takes accuracy and client outcomes very seriously