Private Client Advisor - Wealth Management

Senior Financial Adviser - Private Wealth

Work with high-net-worth clients, deliver advice with genuine depth and leave the volume-driven model behind.

This established private wealth firm works with a select portfolio of financially sophisticated individuals and families.  Most clients are wholesale, average fees are approximately $20,000 and the advice is comprehensive, considered and highly tailored.

You will inherit an existing portfolio and have the time, support and professional freedom to build strong relationships, lead strategic conversations and deliver meaningful outcomes.

The opportunity

This is a relationship-led role for an experienced adviser who enjoys complex strategy and wants to remain close to the client.  Supported by an experienced team, you will focus on the work that adds the most value.

• Manage and deepen relationships with an established portfolio of high-net-worth clients
• Lead strategic reviews and ongoing advice conversations
• Deliver holistic advice across wealth creation, retirement, superannuation, investments and estate planning
• Develop tailored strategies around each client’s goals, circumstances and values
• Partner with the support team to deliver an exceptional client experience

What you will bring

• Qualifications and experience as a Financial Adviser
• A strong track record managing affluent or high-net-worth clients
• Confidence navigating complex strategies and client circumstances
• Strong technical and compliance knowledge
• A clear, credible communication style and commitment to quality advice

Why make the move

• A select, engaged and predominantly wholesale client base
• Sophisticated advice work without a volume-driven model
• An experienced and collaborative support team
• Hybrid working arrangements
• Premium St Kilda Road offices
• A genuine long-term career opportunity within private wealth

If you have built your career around quality relationships and considered advice, this is an opportunity to work with clients and strategies that reflect your experience.

Kiera Brown

[email protected]

[0409 598 111](tel:0409 598 111)