Posted 23d ago
Private Wealth Adviser
KEY POINTS WE FOUND
- Work directly with high-net-worth clients and experienced Senior Advisers
- Provide high-quality retail financial advice aligned with clients' values and goals
- Build your technical and advisory skills in a well-supported team
- Banking & Finance
- Financial Planning
- Perth
- Permanent / Full Time
- Work directly with high-net-worth clients and experienced Senior Advisers
- Build your technical and advisory skills in a well-supported team
- Clear pathway to grow your career in private wealth
Private Wealth Adviser | Perth, WA | Full-Time, Permanent
We are working with a leading private banking team in Perth to find a Private Wealth Adviser to support the delivery of financial advice to high-net-worth clients.
This is an opportunity to work closely with Senior Private Wealth Advisers, deliver compliant retail financial advice, and build a career within a well-supported advice team.
What you'll be doing
- Supporting Senior Private Wealth Advisers to successfully manage client relationships
- Providing high-quality retail financial advice aligned with clients' values, goals and financial position
- Overseeing and approving the implementation of client advice and instructions
- Working as part of a broader advice team including senior advisers, an advice assistant and paraplanners
- Engaging regularly with referral partners, including private and business bankers
- Adhering to the Corporations Act, ASIC requirements and the Adviser Code of Ethics
- Resolving or escalating client complaints in line with policy
- Supporting client retention, new client growth and referral activity
What you'll bring
- Completion of the financial adviser professional exam
- Completion of the professional year (if required to provide retail financial advice)
- Experience providing retail financial advice to high-net-worth clients with complex needs
- Strong understanding of financial services products, including investments, superannuation, SMSF and insurance
- Solid understanding of the advice process and relevant legal and regulatory requirements
Why apply
- Work alongside experienced Senior Advisers on high-net-worth client relationships
- Build your technical and advisory skills within a well-supported team
- Genuine pathway to progress your career in private wealth advice
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Skills
0 of 9 matchedClient relationship managementClient retention strategiesFinancial adviceFinancial planning processFinancial products knowledgeHigh-net-worth client serviceRegulatory complianceRegulatory environment knowledgeTeamwork
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