High Net Worth & Family Office Adviser – Australian Equities

Perth | Stockbroking | ASX Equities

Platinum Pacific Partners is partnering with a highly regarded Australian stockbroking firm with an established global reach to appoint an experienced High Net Worth & Family Office Adviser to its Perth team. Our client has a solid and reputable small and mid-cap equities franchise, supported by highly regarded research capabilities across Resources and Industrials.

This is an opportunity to join an established institutional equities platform and play a key role in delivering investment advice, execution services, market intelligence and trading ideas to an established and growing client base of High Net Worth individuals, Family Offices and sophisticated investors.

Key Responsibilities

- Provide accurate and timely investment advice across ASX-listed equities to High Net Worth individuals, Family Offices and sophisticated investors.
- Develop and grow the firm's High Net Worth and Family Office client base, leveraging existing relationships and identifying new business opportunities in line with agreed business targets.
- Deliver investment ideas, market insights and equity research to clients, supported by the firm's established research capabilities.
- Host virtual roadshows and investor presentations for ASX-listed companies, facilitating engagement with High Net Worth and Family Office investors.
- Accompany ASX-listed companies on investor roadshows where possible, strengthening corporate relationships and providing clients with access to investment opportunities.
- Work closely with Institutional Sales, Equity Research and Trading teams to deliver a high-quality client offering and contribute to the ongoing growth of the business.




- Meet agreed activity and revenue targets through proactive client engagement, relationship development and new business generation.

Candidate Requirements

- 5–10 years' experience servicing and advising High Net Worth clients, Family Offices and sophisticated investors, ideally within an established Australian stockbroking or wealth advisory platform.
- An existing portfolio of key High Net Worth and/or Family Office client relationships, with a demonstrated ability to generate revenue and develop new business.
- Strong knowledge of Australian listed equities, capital markets and investment opportunities across the ASX.
- Highly self-motivated, commercially focused and results-driven, with a genuine passion for personal development and contributing to the growth of the business.
- A collaborative team player who thrives in a busy, high-achieving desk environment and works effectively across research, sales and trading functions.
- A willingness to embrace the firm's core values, mission and established processes.
- Excellent communication and relationship management skills, with the ability to engage confidently and effectively with clients, colleagues and listed company executives at all levels.
- Relevant tertiary qualifications are desirable, together with appropriate regulatory accreditations.

This opportunity will appeal to a commercially driven adviser seeking to leverage an established equities platform, differentiated research capabilities and strong corporate relationships to further develop their High Net Worth and Family Office client franchise. For a confidential discussion, please contact Lindsay Hurst at Platinum Pacific Partners or email your CV to ***email_hidden*** .

📌 High Net Worth & Family Office Adviser - Australian Equities (Perth)
🏢 Platinum Pacific Partners
📍 Perth