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Private Client Advisor

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $175k to $250k + depending on experience

  • $150-200k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is Global brand and recognized as a market leader. A unique opportunity has become available for an experienced Private Client Adviser to join their team in Sydney.

You will be directly responsible for a large book of HNW clients and be entrusted with developing these relationships through inventive investment strategies whilst seeking new opportunities for development.

Responsibilities

  • Analysis of customer needs, providing them with expert strategic advice
  • Provision of a quality level of service to clients
  • New business growth
  • Adherence to compliance and regulatory practices

Experience

  • CFP qualifications highly desirable
  • Superior communication skills both written and verbal
  • Demonstrated experience in a similar role
  • Strong relationship building skills
  • Demonstrated history of success in provision of a range of financial strategies
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