Private Client Adviser

Job Title: Private Client Adviser
Contract Type: Permanent
Location: NSW Other
Reference: 3099204
Contact Name: Peter Dagen
Job Published: February 06, 2020 16:01

Job Description

A large family-owned firm has recently purchased a book of high net worth clients and are looking for an experienced private client adviser to take over from the existing adviser.

Why you will love this role;
  • Existing book of 70 HNW clients
  • Dealing with medical professionals
  • Company Car
  • Salary will be between 120K-140k plus super but are willing to negotiate for the right individual
  • Bonuses for hitting new business development targets  
  • large family-owned business
You will spend your time;
  • Construct personalized financial plans that aim to achieve the financial goals of clients.
  • Educate clients and answer questions about investment options and potential risks
  • Managing an existing client portfolio
  • Networking
They will love your background in;
  • 5 years plus experience as an Adviser providing Holistic advice
  • Experience dealing with HNW individuals
  • FASEA completed / Masters or Graduate Diploma in Financial planning
  • Used to dealing with larger licensees
Sounds interesting? We have a lot more information to tell

These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.

For a confidential chat about your career options please call Peter on (02) 9346 5297 or email

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