Private Wealth Adviser
Sydneyonsite$60K – $79K
via Greenhouse
About this role
Position Summary
This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing an existing portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals.
This role is located in Sydney, New South Wales, Australia.
Primary Responsibilities
Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice.…
Read the full description on Focusfinancialpartners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
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3
Domain experience
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4
Recency
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5
Location fit
This role is based in Sydney. We weight your proximity and willingness to relocate.
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