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Senior Client Adviser - High Net Worth Clients

Job Title: Senior Client Adviser - High Net Worth Clients
Contract Type: Permanent
Location: Sydney
Industry:
Reference: 2644311 - 5
Contact Name: Toby Walsh
Contact Email: t.walsh@ensurerecruitment.com.au
Job Published: May 10, 2019 10:32

Job Description

We have partnered with a highly successful, stable and growing Wealth Management, Accounting, Tax and Audit practice looking for an experienced client adviser to join their team. You will be working in a supportive team and an established and loyal high net worth client base.

For you;
  • Work in a highly resourced boutique environment
  • Direct support 
  • Excellent salary
  • Loyal client base
  • Supportive working environment 
You will;
  • Work closely with the principal adviser to manage an existing client base
  • Provide holistic advise to the loyal client base
  • Provide reviews and updates on the progress of their investments 
  • Maintain and develop relationships and encourage referrals to the business
  • Identify potential new clients financial goals and objectives, and putting in place the most appropriate strategies
Your background will include;
  • Minimum degree qualified and preferably CFP or minimum ADFP
  • Extensive experience in holistic financial advice to high net worth clients ideally with exposure to ultra high net worth clients
  • Strong relationship management and stakeholder engagement skills 
  • Demonstrated experience with SMSF 
An industry leading salary and benefits will be applied to this role that will relate to the successful candidates experience within the industry.

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 Toby on 0404971247 or email t.walsh@ensurerecruitment.com.au

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