Harbourlight Private Wealth Management – Sydney CBD NSW
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
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