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.
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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.
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The Role
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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.
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Your responsibilities will include:
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- Managing, retaining and developing long-term client relationships
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- Delivering strategic, tailored and high-quality financial advice
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- Conducting comprehensive client reviews and strategic planning meetings
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- Identifying opportunities to deepen existing client relationships and broaden service offerings
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- Contributing to revenue growth and funds under management
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- Building strong relationships across professional and industry networks
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- Representing the business at industry events, conferences and networking opportunities
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- Contributing to thought leadership through presentations, writing and other market-facing initiatives
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- Working collaboratively with investment specialists to develop integrated investment solutions
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- Collaborating with specialist teams to deliver multidisciplinary advice where required
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- Supporting client events and other business development initiatives
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- Mentoring and developing Associates and other members of the advisory team
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- Contributing to a robust, collaborative and high-performing team culture
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- Supporting the recruitment and onboarding of new team members where required
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- Maintaining the highest standards of client privacy, compliance and professional conduct
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About You
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We are looking for an experienced Adviser who combines strong technical capability with excellent relationship management and communication skills.
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Ideally, you will have:
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- 5+ years experience as a Financial / Investment Adviser
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- Must have experience working with UHNW and wholesale clients
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- Relevant professional qualifications such as CFP, CFA or equivalent
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- A strong track record of managing and developing high-value client relationships
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- Demonstrated experience in business development and client acquisition
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- Strong knowledge of investment markets, portfolio construction, risk management and financial planning strategies
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- Experience using CRM systems and advanced Microsoft Office skills
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