Senior Private Wealth Manager

Job Title: Senior Private Wealth Manager
Contract Type: Permanent
Location: Sydney, New South Wales
Salary: Negotiable
Reference: 187983_1536730450
Contact Name: Anson Lam
Contact Email:
Job Published: September 12, 2018 15:41

Job Description

Our client is a boutique that works with high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients who lack strategy to plan and grow their wealth in the most effective way. The objective of the role is to deliver quality advice and turn prospective clients into loyal members.

This is the ideal role for an experienced financial adviser with over 5 years experience within investments, life insurance and superannuation.

The Role:

  • Provide quality advice and recommendations for high net worth clients like doctors or medical staff based on their circumstances.
  • Build and maintain relationships with customers and clients.
  • Provide exceptional service to members and provide genuine advice with the member's best interest
  • Prepare financial plans for clients with regards to insurance, superannuation and investment products ensuring it suits their specific needs and lifestyle
  • Offering property as a part of the investment portfolio
  • Provide advice across superannuation, investments, retirement planning and insurance
  • Coach small team of advisers to develop your leadership experience for your own progression
  • Comply with regulation and follow protocol

You Will Need:

  • 5+ years financial planning experience within superannuation, investments and life insurance
  • Experience working with high net worth clients
  • ADFP and RG146 qualified
  • Proven record of driving revenue and results
  • Leadership and management experience
  • Excellent communication skills with clients and colleagues

The Benefits:

  • Competitive Salary and exclusive benefits
  • Pre-planned career development opportunity
  • Inclusive team culture and tightly knit team
  • Opportunity to actually make a difference

For a confidential discussion please call Anson Lam on 02 8247 5712, email or click on the apply button below.