- Growing and dynamic wealth management firm
- inherit an existing portfolio of HNW/UHNW clients
- Strategic role with pathway to equity

About the Company

Our client is a growing wealth management firm with a well-established presence, specialising in providing tailored investment solutions and comprehensive wealth management services to high-net-worth individuals, families and business owners.

The business has built a strong reputation for delivering personalised advice and investment outcomes, supported by a disciplined investment philosophy focused on wealth preservation and long-term capital growth. With a family office approach, established referral network, growing client base and technology-enabled operating model, the firm continues to expand its presence within the private wealth market.

About the Role

An exciting opportunity has arisen for an experienced Wealth Adviser to join the business and play a key role in the continued growth of its wealth management division.

You will inherit an established portfolio of high-net-worth and ultra-high-net-worth clients, while working closely with senior leadership to further develop the firm's client offering and growth strategy. The client base consists primarily of successful individuals, families and business owners with investable assets typically exceeding $2 million.

The advice proposition is comprehensive in nature, spanning investment strategy, portfolio construction, superannuation, SMSFs, estate planning, succession planning and broader wealth structuring advice. There is a strong investment focus, with portfolios incorporating equities, ETFs, managed funds, private equity, private credit and direct investment opportunities.





This role will suit an ambitious adviser seeking both client responsibility and the opportunity to contribute strategically to a growing business, while building their profile within the private wealth market.

Key Responsibilities

- Manage and develop relationships with high-net-worth and ultra-high-net-worth clients;
- Provide comprehensive financial advice with a strong focus on investment strategy and portfolio construction;
- Deliver tailored wealth management solutions aligned to client objectives and risk profiles;
- Provide strategic advice across superannuation, SMSFs, estate planning, succession planning and wealth structuring strategies;
- Work closely with clients to preserve and grow wealth across market cycles;
- Identify opportunities to deepen existing client relationships and expand the scope of advice provided;
- Contribute to current business development initiatives and client acquisition activities;
- Leverage established referral partner relationships to generate opportunities;
- Contribute to client education initiatives, events and thought leadership activities;
- Work closely with investment and leadership teams to deliver strong client outcomes; and
- Support the ongoing growth and development of the wealth management business.

Technical Skills & Qualifications





- Relevant financial planning qualifications and adviser accreditation requirements;
- 5+ years' experience as a Financial Adviser, Wealth Adviser or Private Wealth Adviser;
- Experience advising high-net-worth individuals and sophisticated investors;
- Strong knowledge of investment markets, asset allocation and portfolio construction;
- Strong technical knowledge across superannuation, SMSFs, estate planning and wealth structuring strategies;
- Experience delivering comprehensive advice with a strong investment focus;
- CFP designation or postgraduate qualifications highly regarded;
- Commercially astute with an ability to develop and grow client relationships;
- Strong communication and stakeholder management skills;
- Existing relationships with accountants, lawyers and other professional referral partners will be viewed favourably;
- Ability to work autonomously and collaboratively within a high-performing team; and
- Ambitious, relationship-driven and motivated to contribute to a growing business.

Benefits

- Inherit an existing portfolio of high-quality clients
- Competitive salary and incentive structure;
- Employee profit share program;
- Pathway to equity participation;
- Direct participation in investment strategy discussions and exposure to senior decision-makers;
- Access to established referral channels and business development opportunities;
- Strategic role with direct exposure to senior leadership; and
- Collaborative, entrepreneurial and growth-focused culture.

If you are interested in learning more about this position, please contact Riley Thompson at [email protected] or Simon Gvalda at [email protected].

📌 Private Wealth Adviser (Melbourne)
🏢 Kaizen Recruitment
📍 Melbourne