The team focuses on providing fully comprehensive advice to both HNW and wholesale clients, offering wholesale investment opportunities as diversified managed account portfolios.
This role specifically is responsible for working with the wholesale, Ultra HNW clients of the business, providing them the opportunity to diversify the services they currently utilise of the firm into wealth management services.
Working alongside a strong referral source, it is your responsibility to educate the clients of the wealth management offering and the value of them investing money through you and not your key competitors in the industry.
About them;
- Comprehensive advice offering
- Retail and Wholesale licensing
- Diversified multi-asset managed portfolios
- Currently on a strategy pathway focusing on growing out their ultra-affluent offering.
- Excellent brand across their referral divisions with top family offices of Australia.
- Hybrid 3/2 work from home, and flexibility to do school pick ups and attend school events for your kids!
- Salary + Bonus compensation
- Degree qualified & RG146 as a minimum;
- Experienced in providing advice (strategic or investment advice) to an ultra-affluent client base.
- You don’t need to bring clients with you, but we are looking for someone who can convert leads into an ongoing wealth management client.
- A strong wholesale investment knowledge, with the ability to simplify complex concepts to a range of audience.
- Australian PR or Citizen
