Senior Private Wealth Adviser — Path to Equity & Growth

Kaizen Recruitment; Melbourne; Presencial; AUD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Inherit clients

Profit share

Equity pathway

Strategic exposure

Descripción de la vacante

Kaizen Recruitment's client, a growing wealth management firm in Melbourne, seeks an experienced Wealth Adviser to manage an established portfolio of high-net-worth clients and drive growth in private wealth solutions.

You will work with senior leadership on investment strategy, superannuation, SMSFs, estate and wealth structuring, helping clients preserve and grow wealth across market cycles while expanding the advisory offering.

Formación

• 5+ years' experience as a Financial Adviser, Wealth Adviser or Private Wealth Adviser.
• Experience advising high-net-worth individuals and sophisticated investors.
• Strong knowledge of investment markets, asset allocation and portfolio construction.
• CFP designation or postgraduate qualifications highly regarded.
• Existing relationships with accountants, lawyers and other referral partners will be viewed favourably.

Responsabilidades

• Manage and develop relationships with high-net-worth and ultra-high-net-worth clients.
• Provide comprehensive financial advice with a strong focus on investment strategy and portfolio construction.
• Deliver tailored wealth management solutions aligned to client objectives and risk profiles.
• Provide strategic advice across superannuation, SMSFs, estate planning, succession planning and wealth structuring strategies.
• Work closely with clients to preserve and grow wealth across market cycles.
• Identify opportunities to deepen existing client relationships and expand the scope of advice provided.
• Contribute to new business development initiatives and client acquisition activities.
• Leverage established referral partner relationships to generate opportunities.
• Contribute to client education initiatives, events and thought leadership activities.
• Work closely with investment and leadership teams to deliver strong client outcomes; and
• Support the ongoing growth and development of the wealth management business.

Conocimientos

Financial adviser experience

High-net-worth client experience

Investment knowledge

Stakeholder management

Educación

CFP designation

Postgraduate qualifications

Descripción del empleo

Kaizen Recruitment's client, a growing wealth management firm in Melbourne, seeks an experienced Wealth Adviser to manage an established portfolio of high-net-worth clients and drive growth in private wealth solutions.

You will work with senior leadership on investment strategy, superannuation, SMSFs, estate and wealth structuring, helping clients preserve and grow wealth across market cycles while expanding the advisory offering.