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Senior Private Wealth Advisor

  • Location

    Sydney, New South Wales

  • Sector:

    Financial Services, Funds/Asset Management, Investment Banking

  • Job type:

    Permanent

  • Salary:

    AU$150000 - AU$250000 per annum + + super + commission

  • Contact:

    Stuart Milson

  • Contact email:

    cmdaxtraadresp@thesrgroup.com

  • Salary high:

    250000

  • Salary low:

    150000

  • Job ref:

    PR/193041_1606864738

  • Published:

    3 months ago

  • Expiry date:

    2020-12-31

  • Consultant:

    #

Top Tier Private Wealth Firm looking for excellent candidates with a book of client to join their fast growing private wealth firm with a view to equity partnership. Excellent brand, exposure, training, staff development and team culture.

Summary of Position:

Acts as trusted advisor to UHNW and HNW clients providing bespoke wealth management services, in addition to a world-class range of investment solutions and products across all asset classes.

- Looking after the client experience and engaging resources to deliver a complete wealth management and advisory solution.

- Developing and identifying client relationships within the ultra-high net worth and HNW market.

- Leads new client acquisition and retention through a broad knowledge of investments, banking, wealth management and wealth advisory services.

- Responsible for the client experience and engaging resources to deliver a complete wealth management and advisory solution.

- Leads new client acquisition and retention through a broad knowledge of investments, banking, wealth management and wealth advisory services.

Key Tasks Summary:

The Private Client Advisor is expected to acquire, develop and service relationships across the UHNW and HNW sector:

- Engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant new client opportunities.

- Act as the relationship manager for a specific portfolio of clients and ensure every client has a positive experience.

Feel free to email stuartmilson@cartermurray.com.au for further information on the role.

For a full review of our active roles, please visit our website at www.cartermurray.com.au

Carter Murray is part of The Specialist Recruitment Group PTY LTD, which is acting as an Employment Agency in relation to this vacancy.

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