Company Overview
Our client is a respected boutique firm with over 20 years of success in the Brisbane market. Specialising in accounting, financial advice, funds management, and SMSF administration, they are expanding nationally and offer a collaborative, high-performing culture.
Role Overview
As a Private Client Adviser, you will manage a portfolio of existing clients while leveraging established high-net-worth referral networks. You’ll be supported by a mature infrastructure including administration, technical specialists, and plan construction teams.
Key Responsibilities:
- Deliver tailored financial advice to HNW clients
- Build and maintain strong client relationships
- Collaborate with internal teams and external referral partners
- Ensure compliance with regulatory standards
- Drive business growth through strategic engagement
- Strong knowledge of financial planning strategies and products
- Understanding of financial markets and investment principles
- Proven relationship management experience with HNW clients
- Excellent communication and influencing skills
- Relevant qualifications and compliance with industry standards
- Competitive salary and bonus structure
- Professional CBD office environment
- Supportive team and advanced infrastructure
- Career progression with a growing national firm
- Inclusive and collaborative culture
Click APPLY NOW
or contact Ric Zanetti
at ric.zanetti@profusiongroup.com
.
We are committed to creating diverse and inclusive workplaces. We welcome candidates of all backgrounds, ages, and abilities to apply.
