21 Sep
|
Recognized
|
New South Wales
21 Sep
Recognized
New South Wales
Job Description
Harbourlight Private Wealth Management – Sydney CBD NSW
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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.
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About you
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A balanced, insightful, helpful and hard working attitude
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Previous relevant experience within a reputable advice boutique or private bank
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Sound technical and investment knowledge with a keen interest in investment markets
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A growth focus, both in terms of the business and personally
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Capacity to identify areas of improvement across the business
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Clear, skilled written and verbal communication skills
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Someone who takes accuracy and client outcomes very seriously
📌 Associate Financial Advisor (New South Wales)
🏢 Recognized
📍 New South Wales