Risk & Insurance Adviser — Private Wealth (HNW)

Godfrey Group Recruitment & Consultancy; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Our client, a leading Australian financial services firm, is expanding its Risk Advice capability in Sydney. The new Risk Advice team will work with Wealth Advisers to service existing clients and attract new business.

The role focuses on understanding risk, conducting reviews, and delivering tailored investment strategies for high-net-worth individuals and families. This is a unique opportunity to shape a growing service line within a premier private wealth offering.

Qualifications

• Understand clients' risk and investment objectives.
• Prepare and present investment strategies aligned with client goals.
• Ensure compliance and accurate client documentation.

Responsibilities

• Meet with clients to assess risk and objectives.
• Develop and adjust investment strategy.
• Provide quality financial advice.
• Strengthen client relationships and referrals.
• Guide paraplanners and implementation staff.
• Maintain accurate client files and compliance.

Skills

Client relationship building

Verbal communication

Written communication

Insurance risk guidance

Education

FASEA approved qualifications

Job description

Our client, a leading Australian financial services firm, is expanding its Risk Advice capability in Sydney. The new Risk Advice team will work with Wealth Advisers to service existing clients and attract new business.

The role focuses on understanding risk, conducting reviews, and delivering tailored investment strategies for high-net-worth individuals and families. This is a unique opportunity to shape a growing service line within a premier private wealth offering.