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04

Jun

2018

Private Client Advisor - Sydney CBD - HNW Clients

My client is a prestigious and highly impressive Private Client Advisory firm with a great brand name incorporating high performing individuals as part of the team.


Currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor (client focused) to join the team on a permanent basis based in the Sydney offices (Paddington).    
 
Key Duties include:
  • Look after an existing book of clients and also develop new relationships with clients and provide strategic quality advice offering a client centric approach 
  • Prepare investment and strategic advice to clients 
  • Maintain high level compliance standards 
  • You will be allocated a number of existing established clients to help you get up and running 
  • New clients will be identified through client referrals
  • Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
  • Being seen as a trusted adviser and driving the profitability across a portfolio of HNW customers
  • Undertake quality consultative conversations with clients to understand their needs 
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
About You
  • Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
  • ADFS and/or CFP Qualifed
  • Tertiary Qualifications ideally
  • Solid technical advising knowledge
  • Team Player
  • Customer centric focussed 
To be considered for this opportunity confidentially please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404971247 or t.walsh@ensurerecruitment.com.au

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