We are currently assisting a prominent, accounting and advisory firm, to appoint a new Partner or Associate Partner for its national Wealth Management practice. The firm is on a steep growth trajectory and a senior person is required to add leadership and capacity to the teams across Perth. This is an exceptional opportunity and different from most, due to the unique culture and way the firm operates.
As a Partner or Associate Partner, you will play a pivotal role in advancing the business strategy and driving the firm's growth. You will be a dynamic leader with a strong growth mindset who is passionate about innovation, client relationship cultivation and fostering a culture of continuous improvement.
To be considered for this position you should have the following profile:
- 5-8+ years’ experience providing wealth management and other financial services for individuals, families, SMEs and institutions.
- Highly knowledgeable across all aspects of wealth management; with a contemporary understanding of relevant financial and economic drivers, investment opportunities, risk management strategy, legislative influences, and local and international markets.
- Business development aptitude, robust business leadership skills and the ability to develop the practice and team.
- Ability to collaborate with a range of internal and external stakeholders.
- Driven and proactive, with an ‘entrepreneurial mindset’.
To apply , please lodge your application via the link in this advertisement. For specific enquiries, please contact Joanne Davies at
[email protected] referencing 34843.
Applications close : Sunday 18th, October 2026
📌 Partner – Wealth (Perth)
🏢 DERWENT
📍 Perth