Job Details
  • Reference401864A_1669767803
  • LocationSydney
  • Job TypeFull Time
  • Postedabout 2 months ago
  • ConsultantAnson Lam
An excellent opportunity has arisen for an experienced Private Wealth adviser join a leading Australian Private Bank. This position will be to make it your own, grow the existing book and partner with business bankers and the larger part of the bank. You will also work with existing referral partners to grow the business. You will have a Private Wealth Adviser working closely with you also.

This role is a rare opportunity to work alongside a strong back office team along with a great client base. The firm's model is set up to provide support to the Private Wealth Adviser allowing you to focus on meeting clients. Clients will all range from a minimum of $5mil FUM upwards

The Role:
  • Build a book of clients from working with business bankers and larger part of the bank
  • Act in customer's best interest and fully understand customers' needs
  • Provide advice to HNW individuals in the wholesale space
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Comply with legislative and regulatory frameworks
  • Coach and collaborate with internal referral partners to drive a strong pipeline of referrals
You Will Need:
  • Role is ideal for someone with either 7+ years experience as an adviser
  • MUST meet all FASEA requirements
  • Highest level of ethics and positive compliance checks
  • Strong client centric approach
The Benefits:
  • Competitive Salary and exclusive benefits
  • Great career development opportunities
  • Flexible work
  • Great exposure to key stakeholders
Please email if you are interested in applying.