Private Wealth Adviser

About the role

A growing wealth management firm in Melbourne, which serves high-net-worth individuals, families and business owners, is looking for an experienced Private Wealth Adviser. You will inherit an established portfolio of clients with investable assets typically above $2 million and work closely with senior leadership to develop the firm's client offering and growth strategy. The advice covers investment strategy, portfolio construction, superannuation, SMSFs, estate and succession planning and wealth structuring.

Key responsibilities

• Manage and develop relationships with high-net-worth and ultra-high-net-worth clients
• Provide comprehensive financial advice with a strong focus on investment strategy and portfolio construction
• Deliver tailored wealth management solutions aligned to client objectives and risk profiles
• Advise on superannuation, SMSFs, estate planning, succession planning and wealth structuring
• Help clients preserve and grow wealth across market cycles
• Deepen existing client relationships and expand the scope of advice
• Contribute to new business development, client acquisition and referral partner opportunities
• Take part in client education, events and thought leadership
• Work with investment and leadership teams to deliver client outcomes

Required profile

• Relevant financial planning qualifications and adviser accreditation requirements
• 5+ years' experience as a Financial Adviser, Wealth Adviser or Private Wealth Adviser
• Experience advising high-net-worth individuals and sophisticated investors
• CFP designation or postgraduate qualifications highly regarded
• Existing relationships with accountants, lawyers and other referral partners viewed favourably

Required skills

• Strong knowledge of investment markets, asset allocation and portfolio construction
• Technical knowledge of superannuation, SMSFs, estate planning and wealth structuring
• Strong communication and stakeholder management skills
• Ability to work autonomously and collaboratively

What we offer

• Inheritance of an existing portfolio of high-quality clients
• Competitive salary and incentive structure
• Employee profit share program and pathway to equity participation
• Direct input into investment strategy discussions and exposure to senior decision-makers
• Access to established referral channels and business development opportunities