Senior Wealth Adviser for High-Net-Worth Clients

Marsh; Sydney; Híbrido; AUD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Salary packaging and novated lease

Discounted private health insurance

Wellbeing reimbursement

Employee assistance support

Volunteer and recognition initiatives

Descripción de la vacante

Marsh Financial Advice is seeking a Senior Comprehensive Financial Adviser to join our Sydney team in a hybrid role, requiring in-office presence at least three days per week. You will develop tailored financial plans, advise on investments and tax strategies, and build enduring client relationships with a focus on high-net-worth clients and compliant, client-focused outcomes.

You will work with the Marsh Financial Advice team to provide holistic solutions, staying current with market trends

Formación

• Bachelor’s or Master’s degree in Finance, Economics, Financial Advice, Business or a related field; CFP, CFA or equivalent highly preferred.
• 5–7+ years’ experience in financial advisory or wealth management, including managing high-net-worth portfolios.
• Deep technical knowledge of investment products, financial markets, tax laws and retirement planning.
• Excellent interpersonal and communication skills with proven ability to explain complex concepts clearly.
• Proficiency with financial planning software (Xplan) and CRM systems, strong analytical and problem-solving skills.

Responsabilidades

• Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance and financial circumstances.
• Advise high-net-worth clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products.
• Build and maintain strong, long-term client relationships through regular reviews and proactive communication.
• Analyse client financial data and collaborate with accountants, lawyers and tax specialists to deliver holistic solutions.
• Stay current with market trends, financial products and regulatory changes while meeting business development and compliance targets.

Conocimientos

Client relationship management

Financial planning

Excellent communication

XPLAN

Educación

Bachelor's or Master's in Finance/ Economics/ Financial Advice/ Business

CFP/CFA or equivalent highly preferred

Herramientas

Xplan

CRM systems

Descripción del empleo

Marsh Financial Advice is seeking a Senior Comprehensive Financial Adviser to join our Sydney team in a hybrid role, requiring in-office presence at least three days per week. You will develop tailored financial plans, advise on investments and tax strategies, and build enduring client relationships with a focus on high-net-worth clients and compliant, client-focused outcomes.

You will work with the Marsh Financial Advice team to provide holistic solutions, staying current with market trends