Private Client Adviser — Path to Equity & Ownership

FS Recruitment Solutions; Melbourne; On-site; AUD 110,000 - 170,000; Full time

Job summary

FS Recruitment Solutions is seeking a Private Client Adviser in Melbourne to work with sophisticated, high-net-worth clients. You will deliver strategic wealth guidance, participate in client meetings and gradually take ownership of key relationships as you grow in capability and leadership potential.

Joining an employee-owned private wealth firm, you’ll benefit from direct mentoring, a strong support team and a clear pathway towards equity and senior leadership while developing a high-quality

Qualifications

• Minimum 2 years of experience as a Financial Adviser.
• Comfortable working directly with high-net-worth clients.
• Strong relationship management and communication skills.
• Technically capable and committed to ongoing professional development.

Responsibilities

• Meet with high-net-worth clients to deliver strategic financial advice.
• Manage client relationships and provide ongoing support.
• Develop and grow a quality client portfolio over time.

Skills

Relationship management

Communication skills

Financial advice

Strategic advice

Job description

FS Recruitment Solutions is seeking a Private Client Adviser in Melbourne to work with sophisticated, high-net-worth clients. You will deliver strategic wealth guidance, participate in client meetings and gradually take ownership of key relationships as you grow in capability and leadership potential.

Joining an employee-owned private wealth firm, you’ll benefit from direct mentoring, a strong support team and a clear pathway towards equity and senior leadership while developing a high-quality