Company Overview Exclusive to Profusion our client are a leading boutique wealth manager servicing the HNW / UHNW demographic, operating on a wholesale only model the business offer complete flexibility to both adviser and clients with unparalleled capabilities as opposed to their competitors. Due to growth they are looking to add advisers to their team.
Role Overview Working as part of the team the successful applicant will be responsible for acquiring clients and building a book within the correct demographic. Target clients will be individuals and families with in excess of $4m investable.
Build a book of clients using existing networks or your existing client base.
Become the focal point of a clients’ financial life working with the rest of the team to deliver high quality investment solutions.
Provide solutions to clients under a general advice model holding fact-based discussions as well as utilizing relationship management skills to earn the trust of the client
Build effective working relationships with internal and external stakeholders such as accountants, fund managers and banks.
Mentor support teams to implement solutions on behalf of clients’ as well as regularly review portfolios.
In conjunction with support teams ensure that all compliance requirements are met.
Skills & Experience The successful candidate must have
At least 5 years’ experience in an equivalent role whether that be an adviser role working with wholesale clients or a wealth focused private banker role.
Relevant tertiary qualifications.
The successful candidate must have either an existing book or networks enabling them to build a book within the desired market segment.
Strong technical knowledge around global markets across all asset classes.
Clean compliance record.
What’s on Offer
Above market salary and bonus structure.
Collaborative team environment.
10/03/2020$0CBD, Inner West & Eastern Suburbs1 Banking & Financial Services
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