Where

Senior Private Wealth Adviser

Profusion PAC
Dubbo Full-day Full-time

Description:

Our private banking client is looking to grow their team with an experienced senior private client adviser to deliver investment advice solutions to high and ultra-high net worth clients.
The Role:
This role will be responsible for advising existing clients and a strong pipeline of new clients from within the network (you'll manage relationships not required to find new ones).
Your demonstration of experience and knowledge while managing the network relationships will ensure a successful outcome for clients and a stream of steady new client engagement opportunities.
You'll collaborate with your Queensland peers to share and the internal investment team to develop solutions for client. You'll have access to structured and bespoke investment opportunities to deliver solutions that are client focused.
About You
This role will appeal if you have strong skills in investment advice and the business acumen to deal with complex financial affairs. You are a wealth adviser with a positive track record in advising HNW and UHNW clients in an established reputable structure.
True credibility around your personal brand with the confidence to build a rapport with key internal stakeholders and clients. High ethical standards reflected in a history of providing advice across a broad range of strategies to high net wealth clients.
What's on Offer?
An excellent salary package, flexibility offering harmony with work-life integration and benefits that are financial, and purpose driven. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.
Click on the ‘APPLY’ button or contact Ric Zanetti on +61 413020864 or ric.zanetti@profusiongroup.com
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
14 Feb 2025;   from: uworkin.com

Similar jobs

Description: What it's about The Client Solutions team at Partners Group delivers innovative private market investment solutions to private wealth and institutional clients worldwide. In this position you will be part of the Australian private wealth ...
23 days ago
  • Westpac Banking Corporation
  • Dubbo
Description: Description Join our award-winning Private Bank and provide exceptional service to our HNW clients Deliver a holistic banking service as well as our unique and market leading wealth proposition Sydney based with working flexibility How will I ...
9 days ago
Description: Associate Director – Lead, Grow, and Shape the Future Location: Sydney, Australia Position: Associate Director Compensation: Competitive remuneration package with performance-based incentives About KOSEC KOSEC is the premier destination for ...
a month ago
  • Fuse Recruitment
  • Dubbo
Description: Are you an experienced Financial Adviser looking for your next career opportunity with a business that genuinely cares about you and its clients? If you’re a Financial Adviser and eager to step into a role that you can make your own, this is ...
22 days ago