Lead Private Wealth Adviser for HNW Clients

CANDOR Recruitment; Canberra; On-site; AUD 100,000 - 150,000; Full time

Job summary

CANDOR Recruitment is seeking a Senior Private Wealth Adviser in Canberra to manage a portfolio of high-net-worth clients. The role includes mentoring junior advisers and ensuring high-quality client service.

The ideal candidate will have over 5 years of experience as a Private Wealth Adviser, proven leadership skills, and the ability to manage complex financial strategies. Strong interpersonal skills and adaptation to technology are essential.

Qualifications

• 5+ years’ experience as Private Wealth Adviser.
• Proven ability to manage sophisticated HNW family groups and deliver complex financial strategies.
• Leadership experience highly regarded.

Responsibilities

• Manage a portfolio of high-net-worth and sophisticated client relationships.
• Provide strategic and ongoing financial advice consistent with the firm's advice and investment philosophy.
• Work closely with other advisers, analysts, and client service teams.
• Contribute to the development of more junior advisers and associates.
• Maintain compliance and process discipline standards.

Skills

Management of sophisticated HNW family groups

Leadership experience

Strong interpersonal and social skills

Emphasis on new technology

Job description

CANDOR Recruitment is seeking a Senior Private Wealth Adviser in Canberra to manage a portfolio of high-net-worth clients. The role includes mentoring junior advisers and ensuring high-quality client service.

The ideal candidate will have over 5 years of experience as a Private Wealth Adviser, proven leadership skills, and the ability to manage complex financial strategies. Strong interpersonal skills and adaptation to technology are essential.