Associate Adviser, HNW Wealth Management

Keegan Adams Recruitment; Melbourne; On-site; AUD 86,000 - 105,000; Full time

Benefits offered by this job

HNW client exposure

Broad product exposure

Career progression

Mentoring and development

Job summary

Keegan Adams Recruitment is representing a rapidly growing Melbourne-based wealth management firm seeking an Associate Adviser to support delivering tailored financial advice to high-net-worth clients. You will work with experienced Advisers and gain exposure to a broad range of investment products, superannuation and retirement planning.

The role is client-facing, requiring polished communication, discretion and a proactive approach as you help develop strategies and participate in the

Qualifications

• Previous experience in an Associate Adviser or similar role within wealth management or financial advice.
• Strong interpersonal skills and the confidence to engage with HNW clients.
• Sound understanding of financial advice, investment products and wealth management strategies.
• Relevant qualifications in financial planning, finance or a related discipline.
• Excellent communication skills with the ability to build credibility and trust with sophisticated clients.
• A proactive, detail-oriented approach and the ambition to progress within a growing business.

Responsibilities

• Supporting Senior Advisers in managing and developing relationships with HNW clients.
• Attending client meetings, preparing advice recommendations and contributing to strategic financial discussions.
• Assisting with the development and implementation of tailored investment and wealth management strategies.
• Preparing and reviewing advice documentation, financial modelling and portfolio recommendations.
• Coordinating with internal teams to ensure a seamless, high-quality client experience.
• Building technical expertise across a diverse range of investment products and financial solutions.

Skills

Interpersonal skills

Communication skills

Client engagement

Detail-oriented

Education

Qualifications in financial planning/finance

Job description

Keegan Adams Recruitment is representing a rapidly growing Melbourne-based wealth management firm seeking an Associate Adviser to support delivering tailored financial advice to high-net-worth clients. You will work with experienced Advisers and gain exposure to a broad range of investment products, superannuation and retirement planning.

The role is client-facing, requiring polished communication, discretion and a proactive approach as you help develop strategies and participate in the