Senior Wealth Advisor for HNW Clients

Click and Connect Online Limited; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Health and wellness benefits

Professional development

Collaborative work environment

Job summary

Click and Connect Online Limited in Sydney, Australia is seeking an experienced Wealth Manager to join its premier financial services team. You will manage a portfolio of high-net-worth clients, deliver tailored financial advice, and drive wealth growth within a compliant, client-focused practice.

Ideal candidates have 5+ years in wealth management, a transferable client book with over $5 million AUM, and strong communication and analytical skills.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5 years of wealth management or advisory experience.
• Proven track record managing high-net-worth portfolios and growing AUM.
• Strong knowledge of financial products, investments, and markets.
• Excellent communication, negotiation, and interpersonal skills.
• Transferable client book with over $5 million AUM is required.
• Proficiency in financial planning software.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients with tailored strategies.
• Provide comprehensive financial planning including investments, retirement, estate, and tax optimization.
• Analyze client financials, risk tolerance, and goals to craft plans.
• Monitor portfolios and adjust to align with objectives.
• Stay updated on market trends, regulation, and advisory best practices.
• Collaborate with investment analysts and planners to deliver integrated solutions.
• Maintain confidentiality and comply with regulatory requirements.

Skills

Strategic thinking

Analytical skills

Client focus

Organizational skills

Time management

Teamwork

Education

Bachelor's in Finance/Economics/Business

Master's or certifications

Tools

Financial planning software

Job description

Click and Connect Online Limited in Sydney, Australia is seeking an experienced Wealth Manager to join its premier financial services team. You will manage a portfolio of high-net-worth clients, deliver tailored financial advice, and drive wealth growth within a compliant, client-focused practice.

Ideal candidates have 5+ years in wealth management, a transferable client book with over $5 million AUM, and strong communication and analytical skills.