28th October,
About the company Our client is a wealth management firm based in Sydney, NSW seeking to build out their adviser base and establish a team of advisers in Melbourne to continue partnering with HNW, UHNW, wholesale investors and corporate clients, providing a more personal and modern alternative to big banks, brokerages, and investment firms. About the role The successful individual will be an experienced Adviser, who possess an existing book of clients with the potential to bring across to the business. As a Private Wealth Adviser, you will manage relationships with HNW individuals, charities, non-profits, foundations, trusts, family offices, superannuation funds, and institutions. You will create and implement customised financial plans, advise on business relationship management, and advise on estate planning. Key responsibilities
Create and implement customised financial plans and investment advice
Maintain client records to ensure high quality and consistent advice
... Click here to view more detail / apply for Financial Adviser
