Our clients are of Australia's largest wealth management firm and are looking to appoint an experienced Senior Financial Adviser with Wholesale Advice experience to join its growing investment advisory team.

This is a senior opportunity for an Adviser who enjoys working closely with high-value clients, providing strategic and sophisticated advice, and playing an active role in the continued growth and development of a successful business.

The Role

As a Senior Adviser, you will be responsible for managing an existing portfolio of UHNW Wholesale clients while contributing to the broader growth and profile of the business.

Your responsibilities will include:

- Managing, retaining and developing long-term client relationships
- Delivering strategic, tailored and high-quality financial advice
- Conducting comprehensive client reviews and strategic planning meetings
- Identifying opportunities to deepen existing client relationships and broaden service offerings
- Contributing to revenue growth and funds under management
- Building robust relationships across professional and industry networks
- Representing the business at industry events, conferences and networking opportunities
- Contributing to thought leadership through presentations, writing and other market-facing initiatives




- Working collaboratively with investment specialists to develop integrated investment solutions
- Collaborating with specialist teams to deliver multidisciplinary advice where required
- Supporting client events and other business development initiatives
- Mentoring and developing Associates and other members of the advisory team
- Contributing to a strong, collaborative and high-performing team culture
- Supporting the recruitment and onboarding of new team members where required
- Maintaining the highest standards of client privacy, compliance and professional conduct

About You

We are looking for an experienced Adviser who combines strong technical capability with excellent relationship management and communication skills.

Ideally, you will have:

- 5+ years experience as a Financial / Investment Adviser
- Must have experience working with UHNW and wholesale clients
- Relevant professional qualifications such as CFP, CFA or equivalent
- A strong track record of managing and developing high-value client relationships
- Demonstrated experience in business development and client acquisition
- Strong knowledge of investment markets, portfolio construction, risk management and financial planning strategies
- Experience using CRM systems and advanced Microsoft Office skills

#J-18808-Ljbffr

📌 Senior Financial Adviser - Wholesale Clients (Melbourne)
🏢 CANDOR Recruitment
📍 Melbourne